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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
TPF
4276
Tribridge Partners Financial
Maryland
$366K
WFP
4277
Wrenne Financial Planning
Kentucky
$366K
SWP
4278
Significant Wealth Partners
Illinois
$365K
O3W
4279
Omni 360 Wealth
New Jersey
$364K
VMMC
4280
V.M. Manning & Co
South Carolina
$363K
VAM
4281
Verity Asset Management
North Carolina
$363K
IUHSA
4282
Itau Unibanco Holding S.A.
Brazil
$362K
WFA
4283
Websterrogers Financial Advisors
South Carolina
$362K
W
4284
WPWealth
Texas
$362K
SCB
4285
Saudi Central Bank
Saudi Arabia
$362K
WPWM
4286
Western Pacific Wealth Management
Illinois
$362K
FWA
4287
FOCUS Wealth Advisors
Texas
$361K
JWM
4288
JDH Wealth Management
California
$360K
IWP
4289
IAG Wealth Partners
Wisconsin
$360K
SL
4290
SFM LLC
New Hampshire
$360K
HFF
4291
Halter Ferguson Financial
Indiana
$359K
AW
4292
Avion Wealth
Texas
$358K
AFO
4293
Arrowroot Family Office
California
$357K
SHIM
4294
Stone House Investment Management
Pennsylvania
$357K
OCFG
4295
O'Connor Financial Group
Illinois
$356K
IAA
4296
Ironsides Asset Advisors
North Carolina
$355K
AA
4297
ACT Advisors
North Carolina
$354K
SCP
4298
Stevens Capital Partners
Nebraska
$354K
HWA
4299
Hilltop Wealth Advisors
North Carolina
$354K
DI
4300
Disciplined Investments
Oklahoma
$353K