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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
FCC
4251
Flower City Capital
New York
$382K
WN
4252
Williams & Novak
California
$378K
HI
4253
Human Investing
Oregon
$378K
HBS
4254
Howard Bailey Securities
Indiana
$377K
RRWA
4255
Rainey & Randall Wealth Advisors
Florida
$376K
CCM
4256
Cutler Capital Management
Massachusetts
$375K
PFO
4257
PMG Family Office
Texas
$374K
NHFG
4258
New Harbor Financial Group
Massachusetts
$374K
HSWM
4259
Hubbell Strickland Wealth Management
Louisiana
$374K
VI
4260
VanderPol Investments
Michigan
$373K
PWS
4261
Precision Wealth Strategies
Missouri
$372K
FAC
4262
Financial Advisory Corporation
Michigan
$372K
BA
4263
Ballew Advisors
Mississippi
$371K
SAM
4264
Satovsky Asset Management
New York
$370K
MSWA
4265
Marshall & Sterling Wealth Advisors
New York
$370K
SA
4266
Sicart Associates
New York
$370K
QCIG
4267
Quad-Cities Investment Group
Iowa
$369K
CSIA
4268
Conrad Siegel Investment Advisors
Pennsylvania
$369K
AAS
4269
Asset Allocation Strategies
Michigan
$369K
AC
4270
AIFG Consultants
New York
$368K
TIA
4271
Tandem Investment Advisors
South Carolina
$368K
CWMS
4272
Cannon Wealth Management Services
North Carolina
$368K
LWA
4273
LifeGoal Wealth Advisors
New York
$367K
BPW
4274
BLVD Private Wealth
Kentucky
$367K
AWA
4275
Alaska Wealth Advisors
Alaska
$367K