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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
SB
4551
Semitam Bonam
New York
$226K
FH
4552
Financial Harvest
Florida
$225K
SFA
4553
Seneca Financial Advisors
New York
$225K
TSW
4554
Three Seasons Wealth
Utah
$225K
AWMNY
4555
Arcadia Wealth Management (New York)
New York
$224K
WAM
4556
WFA Asset Management
Wisconsin
$223K
CWA
4557
Cornerstone Wealth Advisors
Minnesota
$223K
FCMC
4558
Founders Capital Management (Connecticut)
Connecticut
$223K
MFS
4559
Miller Financial Services
Michigan
$223K
RIG
4560
Renaissance Investment Group
Massachusetts
$223K
SCA
4561
Stuart Chaussee & Associates
California
$222K
PFA
4562
Pettinga Financial Advisors
Indiana
$222K
TWM
4563
TSA Wealth Management
Texas
$221K
PD
4564
Planning Directions
Pennsylvania
$221K
FAM
4565
Forte Asset Management
New York
$221K
VFG
4566
V2 Financial group
Illinois
$221K
VWA
4567
Valued Wealth Advisors
Utah
$220K
LAM
4568
Lingohr Asset Management
Germany
$220K
PFA
4569
Peak Financial Advisors
Colorado
$219K
AAMC
4570
Asset Allocation & Management Company
Illinois
$219K
FTA
4571
Financial & Tax Architects
Missouri
$219K
HOWA
4572
Heritage Oak Wealth Advisors
Florida
$219K
ODFS
4573
O'Donnell Financial Services
California
$219K
FWWM
4574
Fiscal Wisdom Wealth Management
Connecticut
$219K
BWG
4575
Beta Wealth Group
California
$217K