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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
SIC
1101
Sigma Investment Counselors
Michigan
$16.6M
EAMA
1102
EFG Asset Management (Americas)
Florida
$16.5M
SWP
1103
Strategic Wealth Partners
Ohio
$16.5M
HH
1104
HWG Holdings
Texas
$16.5M
MC
1105
Miramar Capital
Illinois
$16.5M
SG
1106
StoneX Group
New York
$16.4M
LOPW
1107
Live Oak Private Wealth
North Carolina
$16.4M
WPP
1108
Whalerock Point Partners
Rhode Island
$16.3M
APP
1109
Avantax Planning Partners
Iowa
$16.3M
BHPW
1110
Beverly Hills Private Wealth
California
$16.1M
TCA
1111
Transcend Capital Advisors
New Jersey
$16M
PA
1112
Procyon Advisors
Connecticut
$16M
GC
1113
Giverny Capital
Quebec, Canada
$16M
PP
1114
PDS Planning
Ohio
$16M
CBTWT
1115
Community Bank & Trust (Waco, Texas)
Texas
$16M
CAL
1116
Capital Analysts LLC
Pennsylvania
$16M
PWS
1117
Peterson Wealth Services
Utah
$16M
HRC
1118
Hoertkorn Richard Charles
$15.9M
IPW
1119
Inlet Private Wealth
Florida
$15.9M
NSLI
1120
Nan Shan Life Insurance
Taiwan
$15.9M
CF
1121
Centaurus Financial
California
$15.9M
RWM
1122
Rench Wealth Management
Texas
$15.9M
WFMPM
1123
Woodley Farra Manion Portfolio Management
Indiana
$15.9M
AWP
1124
Ascent Wealth Partners
New York
$15.8M
M2MC
1125
Matthew 25 Management Corp
Pennsylvania
$15.8M