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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
1C
3851
111 Capital
France
$629K
LCC
3852
Lincoln Capital Corp
Rhode Island
$628K
BIA
3853
Bell Investment Advisors
California
$627K
SFP
3854
Sterling Financial Planning
New Jersey
$626K
IQI
3855
Integrated Quantitative Investments
Washington
$626K
AC
3856
AWM Capital
Arizona
$623K
FSCM
3857
Front Street Capital Management
Montana
$623K
CWM
3858
Consultiva Wealth Management
Puerto Rico
$623K
RHJA
3859
Rice Hall James & Associates
California
$621K
WP
3860
Wealthspan Partners
Iowa
$621K
KA
3861
Kearns & Associates
California
$620K
HFW
3862
Horizon Family Wealth
Illinois
$620K
EWA
3863
Encompass Wealth Advisors
Oregon
$620K
JFGLC
3864
Johnson Financial Group LLC (Colorado)
Colorado
$617K
SBWIC
3865
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K
IFA
3866
Index Fund Advisors
California
$616K
MWA
3867
MN Wealth Advisors
Kansas
$616K
IWA
3868
Inspirion Wealth Advisors
Illinois
$614K
SWM
3869
Selective Wealth Management
Virginia
$614K
PWA
3870
Provenance Wealth Advisors
Florida
$613K
TWA
3871
Tandem Wealth Advisors
Arizona
$612K
DO
3872
denkapparat Operations
Germany
$611K
LFGO
3873
Legacy Financial Group (Oklahoma)
Oklahoma
$610K
RK
3874
Rather & Kittrell
Tennessee
$608K
BCM
3875
Banyan Capital Management
Georgia
$606K