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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,102 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943911 (-32)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
911
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.9B
Puts
$12.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.22B
2 +$1.04B
3 +$667M
4
Holocene Advisors
Holocene Advisors
New York
+$620M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$462M

Top Sellers

1 -$2.12B
2 -$1.91B
3 -$1.04B
4
UBS AM
UBS AM
Illinois
-$1.03B
5
Citadel Advisors
Citadel Advisors
Florida
-$721M
Name Holding Trade Value Shares
Change
Change in
Stake
KW
3151
Keyvantage Wealth
Pennsylvania
$1.43M
SWM
3152
Silverlake Wealth Management
Vermont
$1.43M
CFD
3153
Creative Financial Designs
Indiana
$1.42M
SC
3154
Sykon Capital
New York
$1.42M
HC
3155
Hara Capital
Washington
$1.42M
EA
3156
Enclave Advisors
Texas
$1.42M
WF
3157
Wayfinding Financial
Washington
$1.42M
SC
3158
Stance Capital
Massachusetts
$1.42M
FNC
3159
First National Corp
Massachusetts
$1.42M
GAM
3160
Gemmer Asset Management
California
$1.41M
RMCM
3161
Reynders McVeigh Capital Management
Massachusetts
$1.4M
TA
3162
TPG Advisors
Illinois
$1.4M
SHFP
3163
Second Half Financial Partners
Florida
$1.4M
TSS
3164
Thomas Story & Son
Indiana
$1.39M
4WM
3165
49 Wealth Management
Texas
$1.39M
ABLA
3166
Alan B. Lancz & Associates
Ohio
$1.39M
BDA
3167
Borer Denton & Associates
Pennsylvania
$1.39M
CCA
3168
Clearwater Capital Advisors
Illinois
$1.39M
SCM
3169
SKBA Capital Management
California
$1.38M
FC
3170
FCA Corp
Texas
$1.38M
LCG
3171
Lakeshore Capital Group
Illinois
$1.38M
CFLC
3172
California First Leasing Corp
California
$1.38M
LGG
3173
Luts & Greenleigh Group
Maryland
$1.38M
NNPTE
3174
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.38M
SSG
3175
Summit Securities Group
New York
$1.38M