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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
RIM
4401
Reliant Investment Management
Tennessee
$287K
HCRE
4402
Hoya Capital Real Estate
Connecticut
$287K
FLP
4403
Financial Life Planners
Arizona
$286K
AWM
4404
Act Wealth Management
Texas
$286K
TCOK
4405
Trust Company of Kansas
Kansas
$284K
TF
4406
Theory Financial
Colorado
$283K
AFG
4407
Altiora Financial Group
Ohio
$282K
EC
4408
EntryPoint Capital
New York
$282K
WCM
4409
WealthTrak Capital Management
Virginia
$282K
CI
4410
CacheTech Inc
Utah
$282K
AWM
4411
Adams Wealth Management
Utah
$282K
EFN
4412
Equita Financial Network
Pennsylvania
$281K
OFG
4413
Opulen Financial Group
Virginia
$280K
AC
4414
Armistice Capital
New York
$280K
WIP
4415
WealthCare Investment Partners
Rhode Island
$280K
GK
4416
Graney & King
New York
$280K
UW
4417
Unique Wealth
Florida
$280K
IP
4418
Integras Partners
Georgia
$279K
CP
4419
Capital Planning
Washington
$279K
FNWM
4420
Financial Network Wealth Management
Utah
$277K
GCM
4421
Gallacher Capital Management
Colorado
$277K
HC
4422
Headland Capital
South Carolina
$276K
BWG
4423
Balanced Wealth Group
Ohio
$275K
ES
4424
ETF Store
Kansas
$274K
Q1WB
4425
Quest 10 Wealth Builders
Virginia
$273K