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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
KA
3326
KDT Advisors
New York
$1.17M
TFA
3327
Tranquilli Financial Advisor
New Jersey
$1.17M
PCM
3328
Permanent Capital Management
Illinois
$1.17M
APM
3329
a16z Perennial Management
California
$1.17M
EI
3330
Ecofi Investissements
France
$1.17M
WFAG
3331
Wescott Financial Advisory Group
Pennsylvania
$1.17M
WCP
3332
Wealthcare Capital Partners
Pennsylvania
$1.16M
SPI
3333
Santori & Peters Inc
Pennsylvania
$1.16M
PAMP
3334
Polar Asset Management Partners
Ontario, Canada
$1.16M
AWS
3335
Arkfeld Wealth Strategies
Nebraska
$1.16M
IWP
3336
Invenio Wealth Partners
Florida
$1.16M
DWA
3337
Dougherty Wealth Advisers
Minnesota
$1.16M
PCI
3338
Planning Center Inc
Illinois
$1.16M
HWM
3339
Howard Wealth Management
Connecticut
$1.16M
ODIJL
3340
One Day In July LLC
Vermont
$1.15M
WMA
3341
William Mack & Associates
Michigan
$1.15M
NRI
3342
NFP Retirement Inc
California
$1.15M
TWM
3343
Tanager Wealth Management
United Kingdom
$1.15M
PC
3344
Port Capital
Illinois
$1.14M
FA
3345
FSA Advisors
Michigan
$1.14M
OP
3346
ORG Partners
Indiana
$1.14M
EBA
3347
Eagle Bay Advisors
New York
$1.14M
RW
3348
Rede Wealth
Virginia
$1.14M
SWP
3349
Semus Wealth Partners
Florida
$1.14M
SI
3350
Stonekeep Investments
New Mexico
$1.14M