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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
PWA
4451
Principia Wealth Advisory
Texas
$277K
GCM
4452
Gallacher Capital Management
Colorado
$277K
HC
4453
Headland Capital
South Carolina
$276K
BWG
4454
Balanced Wealth Group
Ohio
$275K
ES
4455
ETF Store
Kansas
$274K
Q1WB
4456
Quest 10 Wealth Builders
Virginia
$273K
LFA
4457
Legend Financial Advisors
Pennsylvania
$272K
GVCM
4458
Global View Capital Management
Wisconsin
$272K
DK
4459
David Kennon
Florida
$272K
BFS
4460
Beacon Financial Strategies
North Carolina
$271K
LAM
4461
Lummis Asset Management
Texas
$271K
TCFP
4462
Treasure Coast Financial Planning
Florida
$269K
LWM
4463
Luminvest Wealth Management
Arizona
$269K
PFC
4464
Phocas Financial Corp
California
$268K
HAFS
4465
Hapanowicz & Associates Financial Services
Pennsylvania
$268K
FA
4466
Fortis Advisors
Pennsylvania
$268K
BF
4467
Bonfire Financial
Colorado
$267K
NJBEST
4468
New Jersey Better Educational Savings Trust
New Jersey
$267K
NCG
4469
Newport Capital Group
New Jersey
$267K
AI
4470
Auour Investments
Massachusetts
$266K
BCWM
4471
Ball & Co Wealth Management
Tennessee
$266K
ECAM
4472
East Coast Asset Management
Massachusetts
$266K
MSFP
4473
Mark Sheptoff Financial Planning
Connecticut
$266K
LKIM
4474
Lawson Kroeker Investment Management
Nebraska
$266K
MJP
4475
Michael J. Puzo
$265K