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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
SS
4576
Sound Stewardship
Kansas
$207K
CIS
4577
Continental Investors Services
Washington
$205K
TWM
4578
Trinity Wealth Management
Pennsylvania
$204K
MWP
4579
Meredith Wealth Planning
Illinois
$204K
MF
4580
Manuka Financial
Virginia
$204K
RCA
4581
Runnymede Capital Advisors
Ohio
$203K
WCP
4582
Welch Capital Partners
New York
$203K
CCM
4583
Collar Capital Management
Wisconsin
$202K
EA
4584
Evolution Advisers
Virginia
$202K
WAOTB
4585
Wealth Advisors of Tampa Bay
Florida
$202K
TGIA
4586
Torrey Growth & Income Advisors
California
$201K
FF
4587
Financial Futures
New Jersey
$200K
MAM
4588
Marquette Asset Management
Minnesota
$200K
MFG
4589
Mendota Financial Group
Wisconsin
$199K
BHWM
4590
Bay Harbor Wealth Management
Maryland
$197K
DF
4591
DecisionPoint Financial
Arizona
$197K
SRCM
4592
Signature Resources Capital Management
California
$193K
BCM
4593
Basso Capital Management
Connecticut
$191K
SAS
4594
Stelac Advisory Services
New York
$187K
HHMI
4595
Howard Hughes Medical Institute
Maryland
$186K
MAM
4596
Meeder Asset Management
Ohio
$184K
SVWA
4597
Sarver Vrooman Wealth Advisors
Missouri
$183K
SFO
4598
Standard Family Office
South Dakota
$182K
FNWA
4599
Financial Network Wealth Advisors
Utah
$181K
T
4600
TOBAM
France
$181K