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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
ACP
4176
Arcus Capital Partners
Georgia
$426K
HIM
4177
Harbour Investment Management
Washington
$424K
PFP
4178
Paragon Financial Partners
California
$424K
IWS
4179
Integrity Wealth Solutions
Colorado
$423K
PPWM
4180
PFG Private Wealth Management
Florida
$423K
VFS
4181
Valpey Financial Services
New Hampshire
$423K
BDL
4182
Banque de Luxembourg
Luxembourg
$421K
ACM
4183
Avos Capital Management
Washington
$420K
GFP
4184
Guardian Financial Partners
California
$419K
MCA
4185
Maryland Capital Advisors
Maryland
$419K
TWM
4186
Tumwater Wealth Management
Idaho
$419K
HFS
4187
Hoge Financial Services
Pennsylvania
$418K
C
4188
Covestor
United Kingdom
$417K
CPA
4189
Clear Point Advisors
New York
$417K
ZRP
4190
Zynergy Retirement Planning
New Jersey
$417K
RH
4191
RFG Holdings
Texas
$415K
HC
4192
Hoese & Co
Minnesota
$413K
CWM
4193
CarsonAllaria Wealth Management
Illinois
$413K
MWM
4194
Momentous Wealth Management
Washington
$413K
PTCG
4195
Pring Turner Capital Group
California
$412K
SPFA
4196
Summit Place Financial Advisors
New Jersey
$412K
PPWM
4197
Perissos Private Wealth Management
Oklahoma
$412K
LSWP
4198
Liberty Square Wealth Partners
Pennsylvania
$411K
PCC
4199
Park Circle Company
Maryland
$410K
QL
4200
Quarry LP
New York
$410K