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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
MFS
3801
McNamara Financial Services
Massachusetts
$688K
RP
3802
Riverwater Partners
Wisconsin
$687K
BWM
3803
BCS Wealth Management
Tennessee
$686K
IVP
3804
Intrinsic Value Partners
Arizona
$686K
CCA
3805
Catalyst Capital Advisors
New York
$685K
SRWM
3806
Shira Ridge Wealth Management
California
$685K
Renaissance Technologies
3807
Renaissance Technologies
New York
$684K
AFS
3808
Anderson Financial Strategies
Ohio
$682K
NC
3809
NovaPoint Capital
Georgia
$682K
RSF
3810
Rik Saylor Financial
Ohio
$680K
FPW
3811
Flywheel Private Wealth
California
$680K
GPW
3812
Genesis Private Wealth
Virginia
$680K
KFS
3813
Kelly Financial Services
Massachusetts
$680K
GCWM
3814
Graham Capital Wealth Management
District of Columbia
$679K
AWA
3815
ARQ Wealth Advisors
Arizona
$678K
CCP
3816
Clarkston Capital Partners
Michigan
$676K
GSCM
3817
Greenfield Seitz Capital Management
Texas
$672K
CFS
3818
CGC Financial Services
Oregon
$669K
CFG
3819
Compton Financial Group
Maryland
$666K
BCB
3820
Brian C. Broderick
$666K
BA
3821
Brightwater Advisory
Florida
$664K
CSA
3822
Cornerstone Select Advisors
Missouri
$664K
MAM
3823
MMA Asset Management
Pennsylvania
$663K
SC
3824
Schoolcraft Capital
Colorado
$662K
AIM
3825
Arcadia Investment Management
Michigan
$662K