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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
MMCM
3551
Murphy & Mullick Capital Management
New York
$929K
ANBOT
3552
American National Bank of Texas
Texas
$927K
Axa
3553
Axa
France
$925K
CFC
3554
Coyle Financial Counsel
Illinois
$924K
RFA
3555
Reyes Financial Architecture
California
$922K
FFL
3556
Financial Freedom LLC
Ohio
$922K
EIM
3557
Essex Investment Management
Massachusetts
$922K
CA
3558
CapWealth Advisors
Tennessee
$921K
AFWM
3559
AMJ Financial Wealth Management
Virginia
$921K
CTWM
3560
Cherry Tree Wealth Management
Minnesota
$920K
RA
3561
Ruggaard & Associates
Ohio
$920K
WAG
3562
Wallace Advisory Group
California
$919K
CL
3563
CLG LLC
California
$916K
AIA
3564
AIMZ Investment Advisors
California
$913K
SG
3565
Strid Group
Pennsylvania
$911K
SFC
3566
Strategic Financial Concepts
Texas
$911K
CIA
3567
Cascade Investment Advisors
Oregon
$910K
AWM
3568
Allen Wealth Management
North Carolina
$907K
PA
3569
Planning Alternatives
Michigan
$905K
BEW
3570
Burton Enright Welch
California
$904K
MWM
3571
Maripau Wealth Management
Indiana
$904K
PHWM
3572
Pine Harbor Wealth Management
Maryland
$903K
SWM
3573
Steinberganna Wealth Management
New York
$903K
TA
3574
TCM Advisors
West Virginia
$902K
SAM
3575
Synergy Asset Management
Washington
$898K