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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
BIA
3876
Bell Investment Advisors
California
$627K
SFP
3877
Sterling Financial Planning
New Jersey
$626K
IQI
3878
Integrated Quantitative Investments
Washington
$626K
AC
3879
AWM Capital
Arizona
$623K
FSCM
3880
Front Street Capital Management
Montana
$623K
CWM
3881
Consultiva Wealth Management
Puerto Rico
$623K
RHJA
3882
Rice Hall James & Associates
California
$621K
WP
3883
Wealthspan Partners
Iowa
$621K
KA
3884
Kearns & Associates
California
$620K
HFW
3885
Horizon Family Wealth
Illinois
$620K
EWA
3886
Encompass Wealth Advisors
Oregon
$620K
JFGLC
3887
Johnson Financial Group LLC (Colorado)
Colorado
$617K
SBWIC
3888
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K
IFA
3889
Index Fund Advisors
California
$616K
MWA
3890
MN Wealth Advisors
Kansas
$616K
VEA
3891
Virtus ETF Advisers
New York
$615K
IWA
3892
Inspirion Wealth Advisors
Illinois
$614K
SWM
3893
Selective Wealth Management
Virginia
$614K
PWA
3894
Provenance Wealth Advisors
Florida
$613K
TWA
3895
Tandem Wealth Advisors
Arizona
$612K
DO
3896
denkapparat Operations
Germany
$611K
LFGO
3897
Legacy Financial Group (Oklahoma)
Oklahoma
$610K
RK
3898
Rather & Kittrell
Tennessee
$608K
BCM
3899
Banyan Capital Management
Georgia
$606K
CP
3900
Castleview Partners
Texas
$605K