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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
GSIS
3626
Global Strategic Investment Solutions
Arizona
$828K
RIM
3627
Rakuten Investment Management
Japan
$828K
TA
3628
Tactive Advisors
Florida
$827K
QIM
3629
Quantitative Investment Management
Virginia
$825K
TFO
3630
Tarbox Family Office
California
$825K
CIA
3631
Caerus Investment Advisors
Texas
$824K
CCC
3632
Compass Capital Corp
Massachusetts
$824K
WA
3633
Wealthstar Advisors
Texas
$823K
CCA
3634
Coign Capital Advisors
Utah
$820K
WI
3635
WBI Investments
New Jersey
$819K
TCM
3636
Tuttle Capital Management
Connecticut
$818K
ETS
3637
ESL Trust Services
New York
$817K
PFG
3638
Prospect Financial Group
Virginia
$815K
WFC
3639
Western Financial Corp
California
$814K
PDM
3640
Penn Davis McFarland
Texas
$814K
LSA
3641
Lansing Street Advisors
Pennsylvania
$812K
PIN
3642
Prudent Investors Network
California
$812K
FZCM
3643
Flynn Zito Capital Management
New York
$810K
BRA
3644
Bender Robert & Associates
California
$809K
IPA
3645
Investment Planning Advisors
Georgia
$808K
BFG
3646
Birch Financial Group
New Hampshire
$808K
KAM
3647
Knightsbridge Asset Management
California
$806K
CWM
3648
CCG Wealth Management
California
$803K
KWM
3649
KW Wealth Management
California
$803K
CWM
3650
Cahaba Wealth Management
Georgia
$803K