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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
VFS
4151
Valpey Financial Services
New Hampshire
$423K
BDL
4152
Banque de Luxembourg
Luxembourg
$421K
ACM
4153
Avos Capital Management
Washington
$420K
GFP
4154
Guardian Financial Partners
California
$419K
MCA
4155
Maryland Capital Advisors
Maryland
$419K
TWM
4156
Tumwater Wealth Management
Idaho
$419K
HFS
4157
Hoge Financial Services
Pennsylvania
$418K
C
4158
Covestor
United Kingdom
$417K
CPA
4159
Clear Point Advisors
New York
$417K
ZRP
4160
Zynergy Retirement Planning
New Jersey
$417K
RH
4161
RFG Holdings
Texas
$415K
HC
4162
Hoese & Co
Minnesota
$413K
CWM
4163
CarsonAllaria Wealth Management
Illinois
$413K
MWM
4164
Momentous Wealth Management
Washington
$413K
PTCG
4165
Pring Turner Capital Group
California
$412K
SPFA
4166
Summit Place Financial Advisors
New Jersey
$412K
PPWM
4167
Perissos Private Wealth Management
Oklahoma
$412K
LSWP
4168
Liberty Square Wealth Partners
Pennsylvania
$411K
PCC
4169
Park Circle Company
Maryland
$410K
QL
4170
Quarry LP
New York
$410K
DKCM
4171
Davidson Kahn Capital Management
California
$409K
RFN
4172
Redwood Financial Network
Ohio
$407K
SCM
4173
Sage Capital Management
New Jersey
$407K
D
4174
Dentgroup
Louisiana
$406K
CWM
4175
Concentrum Wealth Management
California
$406K