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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
PCM
3701
Presidio Capital Management
California
$783K
TAM
3702
Tucker Asset Management
Colorado
$782K
WAM
3703
Walker Asset Management
Missouri
$780K
VPP
3704
Vertex Planning Partners
Illinois
$779K
SIMC
3705
Squire Investment Management Company
Utah
$778K
WSFG
3706
Wall Street Financial Group
Illinois
$777K
RIP
3707
Reliant Investment Partners
North Carolina
$776K
MS
3708
Madden Securities
Texas
$774K
SAM
3709
Strive Asset Management
Ohio
$770K
BWP
3710
Bernardo Wealth Planning
Pennsylvania
$770K
PSA
3711
Plum Street Advisors
Louisiana
$769K
CNWM
3712
Clay Northam Wealth Management
California
$769K
RWM
3713
Reston Wealth Management
Virginia
$768K
PCM
3714
Prospera Capital Management
Arizona
$767K
APWA
3715
Atlas Private Wealth Advisors
New Jersey
$766K
BGAI
3716
Bruce G. Allen Investments
Colorado
$766K
BW
3717
Basepoint Wealth
Iowa
$765K
RCM
3718
Rockbridge Capital Management
Virginia
$765K
JC
3719
Jacobs & Co
California
$764K
IA
3720
Invested Advisors
Pennsylvania
$764K
RBC
3721
Roble Belko & Company
Pennsylvania
$763K
SAM
3722
Sequent Asset Management
Texas
$763K
WWP
3723
Wise Wealth Partners
Arizona
$762K
CWA
3724
Centennial Wealth Advisory
Michigan
$759K
PCP
3725
Panoramic Capital Partners
Oregon
$757K