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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
KIM
4026
Kane Investment Management
California
$519K
MWA
4027
Muirfield Wealth Advisors
North Carolina
$518K
IWN
4028
Independent Wealth Network
Iowa
$517K
AIFAIM
4029
American Institute for Advanced Investment Management
Arizona
$517K
KCIC
4030
Kuhn & Co Investment Counsel
Illinois
$516K
QP
4031
Quartz Partners
New York
$516K
ELM
4032
Elite Life Management
Florida
$516K
EE
4033
EWG Elevate
California
$514K
SHWM
4034
Smith & Howard Wealth Management
Georgia
$513K
SWIA
4035
Solano Wealth Investment Advisors
California
$513K
CFGA
4036
Cambridge Financial Group (Arizona)
Arizona
$512K
KCAM
4037
Kagan Cocozza Asset Management
New Jersey
$512K
EMCIP
4038
Ewing Morris & Co Investment Partners
Ontario, Canada
$511K
ORI
4039
Oak Ridge Investments
Illinois
$510K
HPC
4040
Hobart Private Capital
North Carolina
$510K
PBF
4041
Petix & Botte Financial
California
$510K
GWM
4042
GK Wealth Management
Nevada
$508K
DP
4043
Denver PWM
Colorado
$507K
CC
4044
Colrain Capital
Massachusetts
$505K
IDBONY
4045
Israel Discount Bank of New York
New York
$504K
CA
4046
CWC Advisors
Oregon
$504K
FDS
4047
Freedom Day Solutions
Texas
$503K
EI
4048
EDMP Inc
Florida
$501K
SA
4049
Shilanski & Associates
Alaska
$501K
ACM
4050
Avalon Capital Management
California
$501K