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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
DWA
4626
Delos Wealth Advisors
Texas
$102K
CMA
4627
Cedar Mountain Advisors
Oregon
$101K
NCM
4628
Northwest Capital Management
Oregon
$101K
HA
4629
Heartland Advisors
Wisconsin
$99.7K
RF
4630
Robbins Farley
New Hampshire
$99.4K
SFCL
4631
Strengthening Families & Communities LLC
Massachusetts
$99.2K
RWS
4632
Retirement Wealth Solutions
Wisconsin
$98.9K
ACM
4633
Anfield Capital Management
California
$98.4K
CFG
4634
Clayton Financial Group
Missouri
$96.2K
SA
4635
Seneschal Advisors
Washington
$95.1K
UIA
4636
Ulland Investment Advisors
Minnesota
$93K
RWA
4637
Redmont Wealth Advisors
Illinois
$92.9K
TVWM
4638
Tower View Wealth Management
Wisconsin
$88.4K
MIM
4639
Meridiem Investment Management
United Kingdom
$88.3K
CI
4640
Clal Insurance
Israel
$81K
APW
4641
Atlantic Private Wealth
North Carolina
$76.2K
PSFG
4642
Park Square Financial Group
Georgia
$74.8K
DRP
4643
Decker Retirement Planning
Utah
$74.4K
DCM
4644
Disciplina Capital Management
Tennessee
$74.1K
HFS
4645
Horizon Financial Services
North Carolina
$73.9K
SHM
4646
Sagard Holdings Management
Ontario, Canada
$70K
CAM
4647
Clarity Asset Management
Iowa
$68.7K
PCM
4648
Penserra Capital Management
California
$67K
TCM
4649
Tanaka Capital Management
New York
$65K
WOC
4650
West Oak Capital
California
$64.2K