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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
RCA
3626
Riverview Capital Advisers
Massachusetts
$850K
FSA
3627
Financial Security Advisor
Virginia
$848K
LAMNM
3628
Longview Asset Management (New Mexico)
New Mexico
$848K
MAM
3629
Morse Asset Management
Connecticut
$848K
WFPG
3630
Waller Financial Planning Group
Ohio
$846K
OFO
3631
OneAscent Family Office
Alabama
$846K
IWP
3632
Insight Wealth Partners
Texas
$845K
DA
3633
Detalus Advisors
Missouri
$844K
DFG
3634
Dupree Financial Group
Kentucky
$844K
IIA
3635
ICW Investment Advisors
Arizona
$844K
RIP
3636
RAM Investment Partners
Washington
$844K
RIS
3637
Richmond Investment Services
Wisconsin
$843K
HIW
3638
Holos Integrated Wealth
Pennsylvania
$843K
KBG
3639
Kahn Brothers Group
New York
$842K
AIA
3640
Accelerate Investment Advisors
California
$841K
HA
3641
HC Advisors
Georgia
$841K
VWA
3642
VSM Wealth Advisory
Maryland
$840K
FFG
3643
Fortress Financial Group
Minnesota
$839K
CWM
3644
Cherrydale Wealth Management
New Jersey
$837K
NICM
3645
Neo Ivy Capital Management
New York
$835K
GB
3646
Goepper Burkhardt
South Carolina
$835K
CW
3647
Code Waechter
Florida
$834K
LBC
3648
Leigh Baldwin & Co
New York
$834K
MWM
3649
Melfa Wealth Management
Massachusetts
$833K
BAS
3650
Breakthru Advisory Services
Wisconsin
$832K