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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
AWM
3376
Abound Wealth Management
Tennessee
$1.12M
MWM
3377
Mascoma Wealth Management
New Hampshire
$1.12M
LAM
3378
Lewis Asset Management
California
$1.12M
ONSWM
3379
Old North State Wealth Management
North Carolina
$1.12M
HIM
3380
Hanlon Investment Management
New Jersey
$1.12M
RC
3381
Rovin Capital
Arizona
$1.12M
DC
3382
Diametric Capital
Massachusetts
$1.11M
Fuller & Thaler Asset Management
3383
Fuller & Thaler Asset Management
California
$1.11M
GW
3384
Griffith & Werner
Georgia
$1.11M
ISFAN
3385
Investor's Fiduciary Advisor Network
Washington
$1.11M
AZ
3386
Alpha Zero
Florida
$1.11M
HIS
3387
Harvest Investment Services
Illinois
$1.11M
WFA
3388
Wellspring Financial Advisors
Ohio
$1.11M
PWM
3389
Puff Wealth Management
New Jersey
$1.11M
HC
3390
Hourglass Capital
Texas
$1.11M
CSF
3391
Capital Squared Financial
Maryland
$1.11M
PP
3392
Postrock Partners
Oregon
$1.1M
MWM
3393
Maltin Wealth Management
New Jersey
$1.1M
WI
3394
WJ Interests
Texas
$1.1M
FCM
3395
Firestone Capital Management
Florida
$1.1M
BFWM
3396
Bright Futures Wealth Management
New York
$1.1M
HNWA
3397
Henrickson Nauta Wealth Advisors
Michigan
$1.1M
HI
3398
Humankind Investments
New York
$1.1M
HCWM
3399
Hidden Cove Wealth Management
Washington
$1.09M
KWM
3400
KFG Wealth Management
Indiana
$1.09M