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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
WA
4526
WPG Advisers
Maryland
$240K
TCM
4527
Tran Capital Management
California
$238K
NBWM
4528
North Berkeley Wealth Management
California
$238K
CISOA
4529
Capital Investment Services of America
Wisconsin
$237K
CEI
4530
Clark Estates Inc
New York
$237K
OWCM
4531
One Wealth Capital Management
Arizona
$236K
PIA
4532
Petredis Investment Advisors
Pennsylvania
$236K
BFP
4533
Briaud Financial Planning
Texas
$236K
MFA
4534
Millington Financial Advisors
Illinois
$235K
T
4535
Tidemark
California
$235K
HPA
4536
High Probability Advisors
New York
$234K
SIM
4537
Synergy Investment Management
Florida
$234K
FPTW
4538
Franklin, Parlapiano, Turner & Welch
Texas
$234K
ACA
4539
Aspire Capital Advisors
Washington
$233K
GCM
4540
Gator Capital Management
Florida
$233K
CCM
4541
Chaney Capital Management
Washington
$233K
RC
4542
Rahlfs Capital
Texas
$233K
AWP
4543
Accretive Wealth Partners
New Jersey
$232K
PFA
4544
Providence Financial Advisors
Kansas
$231K
NWM
4545
Navigoe Wealth Management
California
$229K
GBA
4546
Garrison Bradford & Associates
New York
$229K
CPW
4547
Crestmont Private Wealth
Texas
$228K
BS
4548
Brighton Securities
New York
$228K
PFM
4549
Peak Financial Management
Massachusetts
$228K
GPW
4550
Gray Private Wealth
Massachusetts
$227K