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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943911 (-32)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
911
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
HH
1101
HWG Holdings
Texas
$16.5M
MC
1102
Miramar Capital
Illinois
$16.5M
SG
1103
StoneX Group
New York
$16.4M
LOPW
1104
Live Oak Private Wealth
North Carolina
$16.4M
WPP
1105
Whalerock Point Partners
Rhode Island
$16.3M
APP
1106
Avantax Planning Partners
Iowa
$16.3M
BHPW
1107
Beverly Hills Private Wealth
California
$16.1M
TCA
1108
Transcend Capital Advisors
New Jersey
$16M
PA
1109
Procyon Advisors
Connecticut
$16M
GC
1110
Giverny Capital
Quebec, Canada
$16M
PP
1111
PDS Planning
Ohio
$16M
CBTWT
1112
Community Bank & Trust (Waco, Texas)
Texas
$16M
CAL
1113
Capital Analysts LLC
Pennsylvania
$16M
PWS
1114
Peterson Wealth Services
Utah
$16M
HRC
1115
Hoertkorn Richard Charles
$15.9M
IPW
1116
Inlet Private Wealth
Florida
$15.9M
NSLI
1117
Nan Shan Life Insurance
Taiwan
$15.9M
CF
1118
Centaurus Financial
California
$15.9M
RWM
1119
Rench Wealth Management
Texas
$15.9M
WFMPM
1120
Woodley Farra Manion Portfolio Management
Indiana
$15.9M
AWP
1121
Ascent Wealth Partners
New York
$15.8M
M2MC
1122
Matthew 25 Management Corp
Pennsylvania
$15.8M
YIA
1123
YHB Investment Advisors
Connecticut
$15.8M
Temasek Holdings
1124
Temasek Holdings
Singapore
$15.7M
BAM
1125
Boyar Asset Management
New York
$15.7M