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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
PP
4351
PFS Partners
New Jersey
$312K
HWM
4352
HRC Wealth Management
Idaho
$311K
W
4353
WealthCollab
Washington
$311K
BCAM
4354
Boston Common Asset Management
Massachusetts
$310K
GJIA
4355
Glass Jacobson Investment Advisors
Maryland
$309K
EIA
4356
Eastover Investment Advisors
North Carolina
$309K
CIC
4357
Chase Investment Counsel
Virginia
$309K
MW
4358
Members Wealth
Pennsylvania
$309K
RI
4359
Rinkey Investments
California
$308K
SFG
4360
Synergy Financial Group
California
$308K
CMP
4361
Coston McIsaac & Partners
Maine
$308K
WH
4362
Whitcomb & Hess
Ohio
$308K
SIM
4363
Sims Investment Management
Ohio
$308K
SWM
4364
Seed Wealth Management
Illinois
$307K
FFW
4365
Fusion Family Wealth
New York
$307K
SWM
4366
Stonebridge Wealth Management
Illinois
$306K
IWB
4367
Innovative Wealth Building
Maryland
$306K
KFG
4368
Kropog Financial Group
Louisiana
$305K
KA
4369
Kure Advisory
Minnesota
$304K
NLWP
4370
Next Level Wealth Planning
Idaho
$304K
BBNB
4371
Baker Boyer National Bank
Washington
$304K
RWM
4372
Rialto Wealth Management
New York
$304K
DQRIM
4373
Dale Q Rice Investment Management
Washington
$303K
AC
4374
Avant Capital
Louisiana
$303K
PWA
4375
Prairie Wealth Advisors
Nebraska
$303K