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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
SPI
3351
Santori & Peters Inc
Pennsylvania
$1.16M
PAMP
3352
Polar Asset Management Partners
Ontario, Canada
$1.16M
AWS
3353
Arkfeld Wealth Strategies
Nebraska
$1.16M
IWP
3354
Invenio Wealth Partners
Florida
$1.16M
DWA
3355
Dougherty Wealth Advisers
Minnesota
$1.16M
PCI
3356
Planning Center Inc
Illinois
$1.16M
HWM
3357
Howard Wealth Management
Connecticut
$1.16M
ODIJL
3358
One Day In July LLC
Vermont
$1.15M
WMA
3359
William Mack & Associates
Michigan
$1.15M
TWM
3360
Tanager Wealth Management
United Kingdom
$1.15M
PC
3361
Port Capital
Illinois
$1.14M
FA
3362
FSA Advisors
Michigan
$1.14M
OP
3363
ORG Partners
Indiana
$1.14M
EBA
3364
Eagle Bay Advisors
New York
$1.14M
RW
3365
Rede Wealth
Virginia
$1.14M
SWP
3366
Semus Wealth Partners
Florida
$1.14M
SI
3367
Stonekeep Investments
New Mexico
$1.14M
SC
3368
Summa Corp
Texas
$1.14M
TI
3369
Truepoint Inc
Ohio
$1.13M
GFWA
3370
Grey Fox Wealth Advisors
Delaware
$1.13M
CCG
3371
Coastwise Capital Group
California
$1.13M
TA
3372
TFB Advisors
Kansas
$1.13M
1W
3373
1776 Wealth
Georgia
$1.13M
MCM
3374
Magnolia Capital Management
New York
$1.13M
GCL
3375
Gouws Capital LLC
North Carolina
$1.13M