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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: 943910 (-33)

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
910
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
RP
3776
Riverwater Partners
Wisconsin
$687K
BWM
3777
BCS Wealth Management
Tennessee
$686K
IVP
3778
Intrinsic Value Partners
Arizona
$686K
CCA
3779
Catalyst Capital Advisors
New York
$685K
SRWM
3780
Shira Ridge Wealth Management
California
$685K
Renaissance Technologies
3781
Renaissance Technologies
New York
$684K
AFS
3782
Anderson Financial Strategies
Ohio
$682K
NC
3783
NovaPoint Capital
Georgia
$682K
RSF
3784
Rik Saylor Financial
Ohio
$680K
FPW
3785
Flywheel Private Wealth
California
$680K
GPW
3786
Genesis Private Wealth
Virginia
$680K
KFS
3787
Kelly Financial Services
Massachusetts
$680K
GCWM
3788
Graham Capital Wealth Management
District of Columbia
$679K
AWA
3789
ARQ Wealth Advisors
Arizona
$678K
CCP
3790
Clarkston Capital Partners
Michigan
$676K
GSCM
3791
Greenfield Seitz Capital Management
Texas
$672K
CFS
3792
CGC Financial Services
Oregon
$669K
CFG
3793
Compton Financial Group
Maryland
$666K
BCB
3794
Brian C. Broderick
$666K
BA
3795
Brightwater Advisory
Florida
$664K
CSA
3796
Cornerstone Select Advisors
Missouri
$664K
MAM
3797
MMA Asset Management
Pennsylvania
$663K
AIM
3798
Arcadia Investment Management
Michigan
$662K
SC
3799
Schoolcraft Capital
Colorado
$662K
OFP
3800
OLIO Financial Planning
Virginia
$661K