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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
NIWA
3651
New Insight Wealth Advisors
California
$832K
WCM
3652
Wedge Capital Management
North Carolina
$831K
SFC
3653
Swisher Financial Concepts
Ohio
$831K
GWM
3654
Gitterman Wealth Management
New Jersey
$829K
BBA
3655
Braun-Bostich & Associates
Pennsylvania
$829K
GSIS
3656
Global Strategic Investment Solutions
Arizona
$828K
RIM
3657
Rakuten Investment Management
Japan
$828K
TA
3658
Tactive Advisors
Florida
$827K
QIM
3659
Quantitative Investment Management
Virginia
$825K
TFO
3660
Tarbox Family Office
California
$825K
CIA
3661
Caerus Investment Advisors
Texas
$824K
CCC
3662
Compass Capital Corp
Massachusetts
$824K
WA
3663
Wealthstar Advisors
Texas
$823K
CCA
3664
Coign Capital Advisors
Utah
$820K
WI
3665
WBI Investments
New Jersey
$819K
TCM
3666
Tuttle Capital Management
Connecticut
$818K
ETS
3667
ESL Trust Services
New York
$817K
PFG
3668
Prospect Financial Group
Virginia
$815K
WFC
3669
Western Financial Corp
California
$814K
PDM
3670
Penn Davis McFarland
Texas
$814K
LSA
3671
Lansing Street Advisors
Pennsylvania
$812K
PIN
3672
Prudent Investors Network
California
$812K
FZCM
3673
Flynn Zito Capital Management
New York
$810K
BRA
3674
Bender Robert & Associates
California
$809K
IPA
3675
Investment Planning Advisors
Georgia
$808K