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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
CIR
4701
Clear Investment Research
Georgia
$38.8K
RPA
4702
Redwood Park Advisors
California
$38K
MAFA
4703
MJT & Associates Financial Advisory
Minnesota
$36K
MAS
4704
MPWM Advisory Solutions
Georgia
$35K
TPBG
4705
Turning Point Benefit Group
Maryland
$34.8K
FLFS
4706
Family Legacy Financial Solutions
North Carolina
$32.8K
1L
4707
10Elms LLP
Oklahoma
$31.5K
MHIP
4708
Mountain Hill Investment Partners
New Jersey
$31.5K
GAG
4709
Goodman Advisory Group
Massachusetts
$29.3K
HAP
4710
Harbor Asset Planning
Massachusetts
$28.7K
ATC
4711
Advantage Trust Company
Kansas
$28.4K
WW
4712
Winnow Wealth
Texas
$28.1K
HIA
4713
HFM Investment Advisors
New Jersey
$27.4K
FG
4714
Fairman Group
Pennsylvania
$24.5K
PIS
4715
POM Investment Strategies
North Carolina
$24K
AIP
4716
Alexis Investment Partners
Texas
$22.4K
JFG
4717
JDM Financial Group
Texas
$20.5K
CFS
4718
Compass Financial Services
Iowa
$17.3K
PS
4719
PayPay Securities
Japan
$17K
CWM
4720
Cedar Wealth Management
California
$16.1K
MDA
4721
Minot DeBlois Advisors
Massachusetts
$15.8K
LFA
4722
LGT Financial Advisors
Texas
$14.2K
T
4723
Transce3nd
Texas
$12.7K
CJ
4724
Caitlin John
Michigan
$12.4K
FF
4725
Friedenthal Financial
New Jersey
$10.4K