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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
3176
TPG Advisors
Illinois
$1.4M
SHFP
3177
Second Half Financial Partners
Florida
$1.4M
TSS
3178
Thomas Story & Son
Indiana
$1.39M
4WM
3179
49 Wealth Management
Texas
$1.39M
ABLA
3180
Alan B. Lancz & Associates
Ohio
$1.39M
BDA
3181
Borer Denton & Associates
Pennsylvania
$1.39M
CCA
3182
Clearwater Capital Advisors
Illinois
$1.39M
SCM
3183
SKBA Capital Management
California
$1.38M
FC
3184
FCA Corp
Texas
$1.38M
LCG
3185
Lakeshore Capital Group
Illinois
$1.38M
CFLC
3186
California First Leasing Corp
California
$1.38M
LGG
3187
Luts & Greenleigh Group
Maryland
$1.38M
NNPTE
3188
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.38M
SSG
3189
Summit Securities Group
New York
$1.38M
EI
3190
Ellevest Inc
New York
$1.37M
HCM
3191
Hutchinson Capital Management
California
$1.37M
SWP
3192
Summit Wealth Partners
Florida
$1.37M
HW
3193
Hamilton Wealth
California
$1.37M
WMWM
3194
Whitaker-Myers Wealth Managers
Ohio
$1.37M
VCP
3195
Vista Capital Partners
Oregon
$1.36M
CIS
3196
Custom Index Systems
New York
$1.36M
VF
3197
Virtu Financial
New York
$1.36M
TFCP
3198
Twin Focus Capital Partners
Massachusetts
$1.36M
HWM
3199
Hassell Wealth Management
Louisiana
$1.36M
S
3200
Sachetta
Massachusetts
$1.36M