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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
SDAM
3276
Shulman DeMeo Asset Management
New York
$1.25M
LWM
3277
LeConte Wealth Management
Tennessee
$1.25M
SIAG
3278
Safeguard Investment Advisory Group
California
$1.25M
NIA
3279
NBZ Investment Advisors
Tennessee
$1.25M
RGC
3280
Roberts, Glore & Co
Illinois
$1.25M
GG
3281
GenWealth Group
New Jersey
$1.25M
AFW
3282
Avantra Family Wealth
Pennsylvania
$1.25M
HCP
3283
Hardin Capital Partners
South Carolina
$1.25M
RTC
3284
Riverview Trust Company
Washington
$1.24M
MSWMA
3285
Market Street Wealth Management Advisors
Indiana
$1.24M
BCM
3286
BluePath Capital Management
Georgia
$1.24M
WA1
3287
Wimmer Associates 1
California
$1.24M
WSWA
3288
Warren Street Wealth Advisors
California
$1.23M
CFP
3289
Cascade Financial Partners
California
$1.23M
EPM
3290
Elm Partners Management
Pennsylvania
$1.23M
FFG
3291
Fiduciary Financial Group
California
$1.23M
TIM
3292
Total Investment Management
Arizona
$1.23M
CSI
3293
Clark & Stuart Inc
Maine
$1.23M
CF
3294
Cyr Financial
Illinois
$1.23M
SL
3295
Summitry LLC
California
$1.23M
NC
3296
North Capital
Utah
$1.22M
KWM
3297
Kingsman Wealth Management
Florida
$1.22M
SC
3298
Saturna Capital
Washington
$1.22M
HPM
3299
Hoxton Planning & Management
West Virginia
$1.22M
EC
3300
EdgeRock Capital
Colorado
$1.22M