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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
VAF
3751
Values Added Financial
District of Columbia
$729K
RIM
3752
Rockbridge Investment Management
New York
$728K
PMIA
3753
Patrick Mauro Investment Advisor
Illinois
$727K
FAFN
3754
First Affirmative Financial Network
Colorado
$727K
NI
3755
NDVR Inc
Massachusetts
$726K
KFP
3756
Kerr Financial Planning
California
$726K
PCMM
3757
Piedmont Capital Management (Montana)
Montana
$725K
PWA
3758
Physician Wealth Advisors
Utah
$724K
WW
3759
Westshore Wealth
California
$722K
Blackstone Inc
3760
Blackstone Inc
New York
$722K
MAP
3761
Moody Aldrich Partners
Massachusetts
$720K
FGI
3762
Foresight Global Investors
New York
$719K
WWA
3763
Wisconsin Wealth Advisors
Wisconsin
$718K
4A
3764
4Wealth Advisors
Illinois
$717K
SA
3765
Sonoma Allocations
California
$716K
BHWM
3766
Beaird Harris Wealth Management
Texas
$715K
RPGNY
3767
Retirement Planning Group (New York)
New York
$715K
ICM
3768
Intrepid Capital Management
Florida
$714K
PI
3769
Parkside Investments
Illinois
$709K
WP
3770
Waycross Partners
Kentucky
$709K
MCM
3771
M1 Capital Management
Michigan
$708K
AIA
3772
Arbor Investment Advisors
North Carolina
$707K
SM
3773
Sensible Money
Arizona
$706K
SFC
3774
Sprinkle Financial Consultants
Colorado
$705K
WCM
3775
Wealthcare Capital Management
Virginia
$703K