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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
RWM
4401
Rialto Wealth Management
New York
$304K
DQRIM
4402
Dale Q Rice Investment Management
Washington
$303K
AC
4403
Avant Capital
Louisiana
$303K
PWA
4404
Prairie Wealth Advisors
Nebraska
$303K
MIM
4405
Macroview Investment Management
Maryland
$302K
NA
4406
Note Advisors
New York
$302K
CI
4407
Carroll Investors
South Carolina
$301K
CCM
4408
Check Capital Management
California
$301K
TCCM
4409
Timber Creek Capital Management
Massachusetts
$300K
AF
4410
AtlasMark Financial
Texas
$300K
MWM
4411
Magnolia Wealth Management
Alabama
$299K
ACM
4412
Aurdan Capital Management
Pennsylvania
$299K
GAM
4413
GEM Asset Management
Michigan
$298K
FI
4414
FWG Investments
Kentucky
$298K
FRM
4415
Fox Run Management
Connecticut
$298K
CCMIC
4416
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$298K
SCA
4417
Sander Capital Advisors
Washington
$297K
WI
4418
Westbourne Investments
Virginia
$297K
KCM
4419
Kennedy Capital Management
Missouri
$296K
CQWA
4420
Chokshi & Queen Wealth Advisors
California
$295K
MFG
4421
Midwest Financial Group
Kansas
$293K
FS
4422
Ferguson Shapiro
Georgia
$292K
RPA
4423
Rock Point Advisors
Vermont
$292K
HSWS
4424
Higgins & Schmidt Wealth Strategies
Colorado
$292K
MAA
4425
Mraz Amerine & Associates
California
$291K