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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
FF
4501
Foronjy Financial
California
$252K
NCFG
4502
New Century Financial Group
New Jersey
$252K
1NWS
4503
1 North Wealth Services
Maryland
$252K
RA
4504
RiverTree Advisors
Florida
$252K
SPA
4505
Sentinel Pension Advisors
Massachusetts
$252K
SF
4506
Schaeffer Financial
Maryland
$252K
RPCA
4507
Running Point Capital Advisors
California
$251K
OC
4508
Optima Capital
Oregon
$249K
SWAG
4509
Spectrum Wealth Advisory Group
California
$248K
IWA
4510
Integrity Wealth Advisors
California
$248K
BWM
4511
BAM Wealth Management
Colorado
$248K
CFSG
4512
Clark Financial Services Group
Missouri
$247K
OWM
4513
Opes Wealth Management
California
$246K
PAM
4514
PVG Asset Management
Colorado
$246K
SSIM
4515
Sheets Smith Investment Management
Texas
$246K
SWA
4516
Sightline Wealth Advisors
Connecticut
$246K
MGWA
4517
Monument Group Wealth Advisors
Massachusetts
$246K
OFP
4518
OFC Financial Planning
New Jersey
$245K
EMB
4519
Elefante Mark B
$244K
WWA
4520
Wingate Wealth Advisors
Massachusetts
$243K
NPAN
4521
Northeast Planning Associates NH
New Hampshire
$243K
PC
4522
Promus Capital
Illinois
$242K
DJYG
4523
David J. Yvars Group
Florida
$242K
EI
4524
eCIO Inc
Wisconsin
$242K
TSMHT
4525
Thurston Springer Miller Herd & Titak
Indiana
$242K