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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
PM
4601
Penbrook Management
New York
$208K
CP
4602
Clarendon Private
Massachusetts
$208K
PF
4603
Penney Financial
Texas
$208K
BFP
4604
Beacon Financial Planning
Massachusetts
$207K
MAV
4605
Mason & Associates (Virginia)
Virginia
$207K
CCMI
4606
Creative Capital Management Investments
California
$207K
CIM
4607
Corbyn Investment Management
Maryland
$207K
SS
4608
Sound Stewardship
Kansas
$207K
CIS
4609
Continental Investors Services
Washington
$205K
MWP
4610
Meredith Wealth Planning
Illinois
$204K
TWM
4611
Trinity Wealth Management
Pennsylvania
$204K
MF
4612
Manuka Financial
Virginia
$204K
RCA
4613
Runnymede Capital Advisors
Ohio
$203K
WCP
4614
Welch Capital Partners
New York
$203K
CCM
4615
Collar Capital Management
Wisconsin
$202K
EA
4616
Evolution Advisers
Virginia
$202K
WAOTB
4617
Wealth Advisors of Tampa Bay
Florida
$202K
TGIA
4618
Torrey Growth & Income Advisors
California
$201K
FF
4619
Financial Futures
New Jersey
$200K
MAM
4620
Marquette Asset Management
Minnesota
$200K
MFG
4621
Mendota Financial Group
Wisconsin
$199K
BHWM
4622
Bay Harbor Wealth Management
Maryland
$197K
DF
4623
DecisionPoint Financial
Arizona
$197K
SRCM
4624
Signature Resources Capital Management
California
$193K
BCM
4625
Basso Capital Management
Connecticut
$191K