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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
TCM
3326
Tributary Capital Management
Nebraska
$1.19M
RA
3327
Rational Advisors
New York
$1.19M
VFG
3328
Victory Financial Group
Texas
$1.19M
HG
3329
Harbor Group
New Hampshire
$1.19M
PSCM
3330
Per Stirling Capital Management
Texas
$1.19M
IAP
3331
Indie Asset Partners
Indiana
$1.19M
DEM
3332
Disciplined Equity Management
Florida
$1.19M
GCM
3333
Galibier Capital Management
Ontario, Canada
$1.19M
MAG
3334
Mayfair Advisory Group
Alabama
$1.18M
AWM
3335
Accredited Wealth Management
Kentucky
$1.18M
WPW
3336
Watershed Private Wealth
Illinois
$1.18M
OWA
3337
Opal Wealth Advisors
New York
$1.18M
CNBOF
3338
City National Bank of Florida
Florida
$1.18M
HAS
3339
Holland Advisory Services
Florida
$1.17M
CIA
3340
Compass Ion Advisors
Pennsylvania
$1.17M
NI
3341
NCP Inc
California
$1.17M
DMBA
3342
Deseret Mutual Benefit Administrators
Utah
$1.17M
JSA
3343
Jacobson & Schmitt Advisors
Wisconsin
$1.17M
KA
3344
KDT Advisors
New York
$1.17M
TFA
3345
Tranquilli Financial Advisor
New Jersey
$1.17M
PCM
3346
Permanent Capital Management
Illinois
$1.17M
APM
3347
a16z Perennial Management
California
$1.17M
EI
3348
Ecofi Investissements
France
$1.17M
WFAG
3349
Wescott Financial Advisory Group
Pennsylvania
$1.17M
WCP
3350
Wealthcare Capital Partners
Pennsylvania
$1.16M