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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
CTC
3676
Corundum Trust Company
South Dakota
$784K
PCM
3677
Presidio Capital Management
California
$783K
TAM
3678
Tucker Asset Management
Colorado
$782K
WAM
3679
Walker Asset Management
Missouri
$780K
VPP
3680
Vertex Planning Partners
Illinois
$779K
SIMC
3681
Squire Investment Management Company
Utah
$778K
RIP
3682
Reliant Investment Partners
North Carolina
$776K
MS
3683
Madden Securities
Texas
$774K
SAM
3684
Strive Asset Management
Ohio
$770K
BWP
3685
Bernardo Wealth Planning
Pennsylvania
$770K
PSA
3686
Plum Street Advisors
Louisiana
$769K
CNWM
3687
Clay Northam Wealth Management
California
$769K
RWM
3688
Reston Wealth Management
Virginia
$768K
PCM
3689
Prospera Capital Management
Arizona
$767K
APWA
3690
Atlas Private Wealth Advisors
New Jersey
$766K
BGAI
3691
Bruce G. Allen Investments
Colorado
$766K
BW
3692
Basepoint Wealth
Iowa
$765K
RCM
3693
Rockbridge Capital Management
Virginia
$765K
JC
3694
Jacobs & Co
California
$764K
IA
3695
Invested Advisors
Pennsylvania
$764K
RBC
3696
Roble Belko & Company
Pennsylvania
$763K
SAM
3697
Sequent Asset Management
Texas
$763K
WWP
3698
Wise Wealth Partners
Arizona
$762K
CWA
3699
Centennial Wealth Advisory
Michigan
$759K
PCP
3700
Panoramic Capital Partners
Oregon
$757K