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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
TFA
3726
Tobias Financial Advisors
Florida
$756K
KFS
3727
Kurt F. Somerville
$755K
FA
3728
FDx Advisors
Illinois
$753K
RIA
3729
Richwood Investment Advisors
Ohio
$753K
NSG
3730
Nalls Sherbakoff Group
Tennessee
$752K
ECM
3731
Eisler Capital Management
United Kingdom
$751K
KC
3732
Knuff & Co
California
$747K
CWAF
3733
Core Wealth Advisors (Florida)
Florida
$746K
CWMGO
3734
Capstone Wealth Management Group (Oregon)
Oregon
$746K
TS
3735
Tamar Securities
California
$745K
SCI
3736
Silver Coast Investments
United States
$745K
GF
3737
Gimbal Financial
Indiana
$743K
IGGA
3738
Iron Gate Global Advisors
Utah
$743K
IA
3739
IMZ Advisory
Florida
$739K
PS
3740
Planned Solutions
California
$739K
KFS
3741
Kaizen Financial Strategies
California
$737K
KIC
3742
Keating Investment Counselors
Florida
$737K
IPW
3743
Intergy Private Wealth
Colorado
$736K
FCM
3744
Fourpath Capital Management
Oklahoma
$735K
IW
3745
Imprint Wealth
South Carolina
$735K
SFPG
3746
Stonebridge Financial Planning Group
Florida
$733K
GGI
3747
Godsey & Gibb Inc
Virginia
$732K
GRA
3748
Golden Road Advisors
Florida
$730K
SWM
3749
SFG Wealth Management
Maryland
$729K
WCM
3750
Wallace Capital Management
Texas
$729K