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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
TC
3526
TAGStone Capital
North Carolina
$932K
PCM
3527
Payne Capital Management
New York
$931K
SC
3528
Sierra Capital
Florida
$931K
BDFN
3529
Bond & Devick Financial Network
Minnesota
$930K
MMCM
3530
Murphy & Mullick Capital Management
New York
$929K
ANBOT
3531
American National Bank of Texas
Texas
$927K
Axa
3532
Axa
France
$925K
CFC
3533
Coyle Financial Counsel
Illinois
$924K
RFA
3534
Reyes Financial Architecture
California
$922K
FFL
3535
Financial Freedom LLC
Ohio
$922K
EIM
3536
Essex Investment Management
Massachusetts
$922K
CA
3537
CapWealth Advisors
Tennessee
$921K
AFWM
3538
AMJ Financial Wealth Management
Virginia
$921K
CTWM
3539
Cherry Tree Wealth Management
Minnesota
$920K
RA
3540
Ruggaard & Associates
Ohio
$920K
WAG
3541
Wallace Advisory Group
California
$919K
CL
3542
CLG LLC
California
$916K
AIA
3543
AIMZ Investment Advisors
California
$913K
SG
3544
Strid Group
Pennsylvania
$911K
SFC
3545
Strategic Financial Concepts
Texas
$911K
CIA
3546
Cascade Investment Advisors
Oregon
$910K
AWM
3547
Allen Wealth Management
North Carolina
$907K
PA
3548
Planning Alternatives
Michigan
$905K
MWM
3549
Maripau Wealth Management
Indiana
$904K
PHWM
3550
Pine Harbor Wealth Management
Maryland
$903K