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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
SC
3351
Summa Corp
Texas
$1.14M
TI
3352
Truepoint Inc
Ohio
$1.13M
GFWA
3353
Grey Fox Wealth Advisors
Delaware
$1.13M
CCG
3354
Coastwise Capital Group
California
$1.13M
TA
3355
TFB Advisors
Kansas
$1.13M
1W
3356
1776 Wealth
Georgia
$1.13M
MCM
3357
Magnolia Capital Management
New York
$1.13M
GCL
3358
Gouws Capital LLC
North Carolina
$1.13M
AWM
3359
Abound Wealth Management
Tennessee
$1.12M
MWM
3360
Mascoma Wealth Management
New Hampshire
$1.12M
LAM
3361
Lewis Asset Management
California
$1.12M
ONSWM
3362
Old North State Wealth Management
North Carolina
$1.12M
HIM
3363
Hanlon Investment Management
New Jersey
$1.12M
RC
3364
Rovin Capital
Arizona
$1.12M
DC
3365
Diametric Capital
Massachusetts
$1.11M
Fuller & Thaler Asset Management
3366
Fuller & Thaler Asset Management
California
$1.11M
GW
3367
Griffith & Werner
Georgia
$1.11M
ISFAN
3368
Investor's Fiduciary Advisor Network
Washington
$1.11M
AZ
3369
Alpha Zero
Florida
$1.11M
HIS
3370
Harvest Investment Services
Illinois
$1.11M
WFA
3371
Wellspring Financial Advisors
Ohio
$1.11M
PWM
3372
Puff Wealth Management
New Jersey
$1.11M
HC
3373
Hourglass Capital
Texas
$1.11M
PP
3374
Postrock Partners
Oregon
$1.1M
MWM
3375
Maltin Wealth Management
New Jersey
$1.1M