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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
RFM
1226
Royal Fund Management
Florida
$13.3M
PPW
1227
Parcion Private Wealth
Washington
$13.3M
CCM
1228
Coerente Capital Management
Ontario, Canada
$13.3M
NA
1229
Nordwand Advisors
Pennsylvania
$13.3M
APSI
1230
Asset Planning Services Inc
Louisiana
$13.3M
IP
1231
Interval Partners
New York
$13.2M
AIM
1232
Anchor Investment Management
South Carolina
$13.1M
HCA
1233
Harbour Capital Advisors
Virginia
$13.1M
SAW
1234
Signal Advisors Wealth
Michigan
$13.1M
UAM
1235
Unison Asset Management
Florida
$13.1M
OFG
1236
Oxford Financial Group
Indiana
$13M
MPIM
1237
McGinn Penninger Investment Management
Virginia
$13M
PCA
1238
Providence Capital Advisors
North Carolina
$13M
BCM
1239
Barometer Capital Management
Ontario, Canada
$13M
RC
1240
RBF Capital
California
$12.9M
TL
1241
Tradewinds LLC
North Carolina
$12.9M
CWM
1242
Compass Wealth Management
Connecticut
$12.9M
CIM
1243
Contravisory Investment Management
Massachusetts
$12.9M
GHA
1244
GW Henssler & Associates
Georgia
$12.9M
VA
1245
Valmark Advisers
Ohio
$12.9M
PWMAG
1246
Pinnacle Wealth Management Advisory Group
New Jersey
$12.8M
CWM
1247
Chronos Wealth Management
Florida
$12.8M
CNBTD
1248
Citizens National Bank Trust Department
Mississippi
$12.8M
IWA
1249
Icon Wealth Advisors
Texas
$12.7M
WIA
1250
Wetzel Investment Advisors
Indiana
$12.7M