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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
TS
3701
Tamar Securities
California
$745K
SCI
3702
Silver Coast Investments
United States
$745K
GF
3703
Gimbal Financial
Indiana
$743K
IGGA
3704
Iron Gate Global Advisors
Utah
$743K
IA
3705
IMZ Advisory
Florida
$739K
PS
3706
Planned Solutions
California
$739K
KFS
3707
Kaizen Financial Strategies
California
$737K
KIC
3708
Keating Investment Counselors
Florida
$737K
IPW
3709
Intergy Private Wealth
Colorado
$736K
FCM
3710
Fourpath Capital Management
Oklahoma
$735K
IW
3711
Imprint Wealth
South Carolina
$735K
SFPG
3712
Stonebridge Financial Planning Group
Florida
$733K
GGI
3713
Godsey & Gibb Inc
Virginia
$732K
GRA
3714
Golden Road Advisors
Florida
$730K
SWM
3715
SFG Wealth Management
Maryland
$729K
WCM
3716
Wallace Capital Management
Texas
$729K
VAF
3717
Values Added Financial
District of Columbia
$729K
RIM
3718
Rockbridge Investment Management
New York
$728K
PMIA
3719
Patrick Mauro Investment Advisor
Illinois
$727K
FAFN
3720
First Affirmative Financial Network
Colorado
$727K
NI
3721
NDVR Inc
Massachusetts
$726K
KFPC
3722
KERR FINANCIAL PLANNING Corp
California
$726K
PCM
3723
Piedmont Capital Management
Montana
$725K
PWA
3724
Physician Wealth Advisors
Utah
$724K
WW
3725
Westshore Wealth
California
$722K