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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
RTL
4651
Red Tortoise LLC
Georgia
$130K
PP
4652
Pingora Partners
Wyoming
$125K
LWMI
4653
Legacy Wealth Management (Idaho)
Idaho
$122K
DPW
4654
DiNuzzo Private Wealth
Pennsylvania
$122K
CW
4655
Curio Wealth
Maryland
$120K
KG
4656
Kilter Group
New York
$117K
EWM
4657
Evolution Wealth Management
Florida
$116K
BFS
4658
Bare Financial Services
Pennsylvania
$113K
FCG
4659
Financial Connections Group
California
$108K
DWA
4660
Delos Wealth Advisors
Texas
$102K
CMA
4661
Cedar Mountain Advisors
Oregon
$101K
NCM
4662
Northwest Capital Management
Oregon
$101K
HA
4663
Heartland Advisors
Wisconsin
$99.7K
RF
4664
Robbins Farley
New Hampshire
$99.4K
SFCL
4665
Strengthening Families & Communities LLC
Massachusetts
$99.2K
RWS
4666
Retirement Wealth Solutions
Wisconsin
$98.9K
ACM
4667
Anfield Capital Management
California
$98.4K
CFG
4668
Clayton Financial Group
Missouri
$96.2K
SA
4669
Seneschal Advisors
Washington
$95.1K
UIA
4670
Ulland Investment Advisors
Minnesota
$93K
RWA
4671
Redmont Wealth Advisors
Illinois
$92.9K
TVWM
4672
Tower View Wealth Management
Wisconsin
$88.4K
MIM
4673
Meridiem Investment Management
United Kingdom
$88.3K
CI
4674
Clal Insurance
Israel
$81K
APW
4675
Atlantic Private Wealth
North Carolina
$76.2K