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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
1W
3351
1776 Wealth
Georgia
$1.13M
MCM
3352
Magnolia Capital Management
New York
$1.13M
GCL
3353
Gouws Capital LLC
North Carolina
$1.13M
AWM
3354
Abound Wealth Management
Tennessee
$1.12M
MWM
3355
Mascoma Wealth Management
New Hampshire
$1.12M
LAM
3356
Lewis Asset Management
California
$1.12M
ONSWM
3357
Old North State Wealth Management
North Carolina
$1.12M
HIM
3358
Hanlon Investment Management
New Jersey
$1.12M
RC
3359
Rovin Capital
Arizona
$1.12M
DC
3360
Diametric Capital
Massachusetts
$1.11M
Fuller & Thaler Asset Management
3361
Fuller & Thaler Asset Management
California
$1.11M
GW
3362
Griffith & Werner
Georgia
$1.11M
ISFAN
3363
Investor's Fiduciary Advisor Network
Washington
$1.11M
AZ
3364
Alpha Zero
Florida
$1.11M
HIS
3365
Harvest Investment Services
Illinois
$1.11M
WFA
3366
Wellspring Financial Advisors
Ohio
$1.11M
PWM
3367
Puff Wealth Management
New Jersey
$1.11M
HC
3368
Hourglass Capital
Texas
$1.11M
PP
3369
Postrock Partners
Oregon
$1.1M
MWM
3370
Maltin Wealth Management
New Jersey
$1.1M
WI
3371
WJ Interests
Texas
$1.1M
FCM
3372
Firestone Capital Management
Florida
$1.1M
BFWM
3373
Bright Futures Wealth Management
New York
$1.1M
HNWA
3374
Henrickson Nauta Wealth Advisors
Michigan
$1.1M
HI
3375
Humankind Investments
New York
$1.1M