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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
CC
4326
Capstone Capital
Nevada
$344K
NERM
4327
New England Research & Management
Illinois
$344K
I
4328
IMPACTfolio
Colorado
$344K
SA
4329
Skyline Advisors
Washington
$343K
NOI
4330
Newton One Investments
Delaware
$341K
BIM
4331
Bullseye Investment Management
Ohio
$341K
RWS
4332
Rochester Wealth Strategies
Michigan
$340K
EP
4333
EPIQ Partners
Minnesota
$337K
TPCM
4334
Templeton & Phillips Capital Management
Tennessee
$336K
LSC
4335
Lesa Sroufe & Co
Washington
$335K
DA
4336
Dash Acquisitions
California
$335K
TCM
4337
TD Capital Management
Tennessee
$335K
SPAS
4338
Spectrum Planning & Advisory Services
California
$334K
AWM
4339
Alterna Wealth Management
Texas
$334K
LL
4340
LPWM LLC
Minnesota
$334K
PS
4341
Pinney & Scofield
Massachusetts
$334K
DWM
4342
Daner Wealth Management
Georgia
$334K
STFP
4343
Signal Tree Financial Partners
Ohio
$333K
QWM
4344
Quaker Wealth Management
New Jersey
$333K
MGAM
4345
McGowan Group Asset Management
Texas
$333K
CFM
4346
Comprehensive Financial Management
California
$332K
OWA
4347
ORBA Wealth Advisors
Illinois
$332K
CMTU
4348
Capital Markets Trading (UK)
United Kingdom
$331K
PA
4349
Prossimo Advisors
California
$331K
SFM
4350
Stack Financial Management
Montana
$330K