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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
WFM
3476
Wolff Financial Management
Michigan
$1.01M
SAM
3477
SP Asset Management
California
$1.01M
LWM
3478
Lionshead Wealth Management
New York
$1M
CAM
3479
Concorde Asset Management
Michigan
$1M
WAOI
3480
Wealth Advisors of Iowa
Iowa
$1M
RG
3481
Renaissance Group
Kentucky
$1M
SCA
3482
Strathmore Capital Advisors
North Carolina
$1M
CP
3483
Creekside Partners
California
$1M
IIM
3484
Ironwood Investment Management
Massachusetts
$995K
OAS
3485
Optivise Advisory Services
Tennessee
$994K
HF
3486
Holcombe Financial
Georgia
$993K
PIM
3487
Pullen Investment Management
Florida
$992K
TCM
3488
TruNorth Capital Management
Michigan
$992K
EFG
3489
Ehrlich Financial Group
California
$990K
LFG
3490
Lockerman Financial Group
California
$990K
FCT
3491
First Community Trust
Iowa
$987K
NP
3492
Ninepoint Partners
Ontario, Canada
$986K
TC
3493
Tacita Capital
Ontario, Canada
$985K
MPW
3494
Magnolia Private Wealth
Pennsylvania
$985K
OAM
3495
Oberweis Asset Management
Illinois
$984K
AWA
3496
Arbor Wealth Advisors
Michigan
$983K
FI
3497
Financial Insights
Washington
$980K
MJRIC
3498
Mogy Joel R Investment Counsel
California
$978K
Cohen & Steers
3499
Cohen & Steers
New York
$978K
BCMLT
3500
Beacon Capital Management LLC (Tennessee)
Tennessee
$977K