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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
JPLA
4101
Joseph P. Lucia & Associates
New York
$455K
BDPWM
4102
Barnes Dennig Private Wealth Management
Ohio
$455K
FCM
4103
Family Capital Management
Michigan
$455K
RS
4104
Rakuten Securities
Japan
$454K
TLFA
4105
True Link Financial Advisors
California
$454K
APWM
4106
Argonautica Private Wealth Management
Massachusetts
$453K
RWM
4107
RMG Wealth Management
Wisconsin
$453K
OA
4108
Oxbow Advisors
Texas
$451K
NEPPG
4109
New England Professional Planning Group
Rhode Island
$450K
PPH
4110
Pure Portfolios Holdings
Oregon
$450K
VPF
4111
Vantage Point Financial
Illinois
$450K
SC
4112
Schubert & Co
Texas
$449K
LOIP
4113
Live Oak Investment Partners
Texas
$449K
AWMG
4114
ADG Wealth Management Group
Louisiana
$449K
AL
4115
ADE LLC
Maryland
$446K
TCM
4116
Traub Capital Management
Massachusetts
$444K
NCMW
4117
Northern Capital Management (Washington)
Washington
$444K
LC
4118
Lavaca Capital
Texas
$444K
SCM
4119
Saxony Capital Management
Missouri
$442K
WCM
4120
Warburton Capital Management
Oklahoma
$442K
MRI
4121
Mad River Investors
Massachusetts
$442K
CCM
4122
Chiron Capital Management
Florida
$441K
SIM
4123
Sterling Investment Management
Arizona
$441K
IC
4124
Iconiq Capital
California
$440K
CCC
4125
Chelsea Counsel Company
California
$440K