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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
VCMGDR
4626
Vinland Capital Management Gestora de Recursos
Brazil
$188K
SAS
4627
Stelac Advisory Services
New York
$187K
HHMI
4628
Howard Hughes Medical Institute
Maryland
$186K
MAM
4629
Meeder Asset Management
Ohio
$184K
SVWA
4630
Sarver Vrooman Wealth Advisors
Missouri
$183K
SFO
4631
Standard Family Office
South Dakota
$182K
FNWA
4632
Financial Network Wealth Advisors
Utah
$181K
T
4633
TOBAM
France
$181K
SAM
4634
Sherman Asset Management
California
$180K
APW
4635
Acima Private Wealth
Virginia
$179K
CWM
4636
Copia Wealth Management
Oregon
$179K
WFA
4637
West Financial Advisors
Iowa
$179K
HHGA
4638
Halbert Hargrove Global Advisors
California
$174K
HCM
4639
Horrell Capital Management
Arkansas
$173K
TWD
4640
True Wealth Design
Ohio
$166K
AAG
4641
Accordant Advisory Group
Maryland
$158K
MFT
4642
Moisand Fitzgerald Tamayo
Florida
$156K
DCM
4643
Davis Capital Management
Florida
$156K
VWWMG
4644
Vermillion & White Wealth Management Group
Pennsylvania
$147K
ICM
4645
Islay Capital Management
Texas
$147K
FGAM
4646
Financial Gravity Asset Management
Texas
$145K
MWA
4647
Miller Wealth Advisors
Colorado
$136K
PPA
4648
Painted Porch Advisors
California
$136K
MSG
4649
Main Street Group
Virginia
$135K
IWM
4650
Inlight Wealth Management
Georgia
$135K