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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
DKCM
4201
Davidson Kahn Capital Management
California
$409K
RFN
4202
Redwood Financial Network
Ohio
$407K
SCM
4203
Sage Capital Management
New Jersey
$407K
D
4204
Dentgroup
Louisiana
$406K
CWM
4205
Concentrum Wealth Management
California
$406K
KFG
4206
Kelly Financial Group
Connecticut
$406K
WPW
4207
Warther Private Wealth
Ohio
$405K
CPA
4208
Cathy Pareto & Associates
Florida
$404K
LCM
4209
Laurion Capital Management
New York
$402K
FWM
4210
FMB Wealth Management
California
$402K
VWM
4211
Verus Wealth Management
Wisconsin
$402K
Eagle Capital Management (New York)
4212
Eagle Capital Management (New York)
New York
$402K
MFGP
4213
Marshall Financial Group (Pennsylvania)
Pennsylvania
$401K
OTL
4214
Oak Thistle LLC
New York
$400K
GWA
4215
Geometric Wealth Advisors
District of Columbia
$399K
LGW
4216
Leslie Global Wealth
Illinois
$399K
LA
4217
Lakeside Advisors
Washington
$399K
RCM
4218
Richardson Capital Management
Wisconsin
$398K
VPWA
4219
Vestia Personal Wealth Advisors
Indiana
$398K
MLFP
4220
MPS Loria Financial Planners
Illinois
$397K
AP
4221
Aspect Partners
Virginia
$396K
AAS
4222
AdviceOne Advisory Services
Connecticut
$396K
CWA
4223
Clarus Wealth Advisors
Arizona
$396K
EW
4224
Enzi Wealth
Texas
$396K
BIA
4225
Barry Investment Advisors
Massachusetts
$395K