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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

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

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
I
4301
IMPACTfolio
Colorado
$344K
SA
4302
Skyline Advisors
Washington
$343K
NOI
4303
Newton One Investments
Delaware
$341K
RWS
4304
Rochester Wealth Strategies
Michigan
$340K
EP
4305
EPIQ Partners
Minnesota
$337K
TPCM
4306
Templeton & Phillips Capital Management
Tennessee
$336K
LSC
4307
Lesa Sroufe & Co
Washington
$335K
DA
4308
Dash Acquisitions
California
$335K
TCM
4309
TD Capital Management
Tennessee
$335K
SPAS
4310
Spectrum Planning & Advisory Services
California
$334K
AWM
4311
Alterna Wealth Management
Texas
$334K
LL
4312
LPWM LLC
Minnesota
$334K
PS
4313
Pinney & Scofield
Massachusetts
$334K
DWM
4314
Daner Wealth Management
Georgia
$334K
STFP
4315
Signal Tree Financial Partners
Ohio
$333K
QWM
4316
Quaker Wealth Management
New Jersey
$333K
MGAM
4317
McGowan Group Asset Management
Texas
$333K
CFM
4318
Comprehensive Financial Management
California
$332K
OWA
4319
ORBA Wealth Advisors
Illinois
$332K
CMTU
4320
Capital Markets Trading (UK)
United Kingdom
$331K
PA
4321
Prossimo Advisors
California
$331K
SFM
4322
Stack Financial Management
Montana
$330K
PSP
4323
Pacific Sage Partners
Washington
$330K
CCA
4324
Conservest Capital Advisors
Pennsylvania
$330K
CA
4325
Claris Advisors
Missouri
$327K