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JPMorgan Chase

4,696 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,101 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:

1.17% less ownership

Funds ownership: 72.22%71.05% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
MF
4576
Manuka Financial
Virginia
$204K
RCA
4577
Runnymede Capital Advisors
Ohio
$203K
WCP
4578
Welch Capital Partners
New York
$203K
CCM
4579
Collar Capital Management
Wisconsin
$202K
WAOTB
4580
Wealth Advisors of Tampa Bay
Florida
$202K
TGIA
4581
Torrey Growth & Income Advisors
California
$201K
FF
4582
Financial Futures
New Jersey
$200K
MAM
4583
Marquette Asset Management
Minnesota
$200K
MFG
4584
Mendota Financial Group
Wisconsin
$199K
BHWM
4585
Bay Harbor Wealth Management
Maryland
$197K
DF
4586
DecisionPoint Financial
Arizona
$197K
SRCM
4587
Signature Resources Capital Management
California
$193K
BCM
4588
Basso Capital Management
Connecticut
$191K
SAS
4589
Stelac Advisory Services
New York
$187K
HHMI
4590
Howard Hughes Medical Institute
Maryland
$186K
MAM
4591
Meeder Asset Management
Ohio
$184K
SVWA
4592
Sarver Vrooman Wealth Advisors
Missouri
$183K
SFO
4593
Standard Family Office
South Dakota
$182K
FNWA
4594
Financial Network Wealth Advisors
Utah
$181K
T
4595
TOBAM
France
$181K
SAM
4596
Sherman Asset Management
California
$180K
APW
4597
Acima Private Wealth
Virginia
$179K
CWM
4598
Copia Wealth Management
Oregon
$179K
WFA
4599
West Financial Advisors
Iowa
$179K
HHGA
4600
Halbert Hargrove Global Advisors
California
$174K