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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
AFP
1426
Ausdal Financial Partners
Iowa
$9.94M
NW
1427
Naviter Wealth
Arkansas
$9.93M
CST
1428
Charles Schwab Trust
Nevada
$9.92M
WP
1429
WealthShield Partners
North Carolina
$9.91M
DWM
1430
Diversify Wealth Management
Utah
$9.91M
BFC
1431
Bedel Financial Consulting
Indiana
$9.9M
CCA
1432
Cooper Capital Advisors
California
$9.87M
PAM
1433
Paradigm Asset Management
New York
$9.87M
GSEP
1434
Golden State Equity Partners
California
$9.84M
MA
1435
MSA Advisors
California
$9.84M
EGA
1436
E&G Advisors
Texas
$9.81M
FMB
1437
Field & Main Bank
Kentucky
$9.81M
RA
1438
Ransom Advisory
Rhode Island
$9.8M
UWM
1439
Udine Wealth Management
Florida
$9.8M
HWMO
1440
Heritage Wealth Management (Ohio)
Ohio
$9.8M
SSW
1441
Stone Summit Wealth
Florida
$9.78M
HI
1442
Hoey Investments
Pennsylvania
$9.78M
ICP
1443
Ironvine Capital Partners
Nebraska
$9.77M
MP
1444
McDonald Partners
Ohio
$9.76M
ITIM
1445
Indiana Trust & Investment Management
Indiana
$9.76M
ST
1446
Sentinel Trust
Texas
$9.74M
OL
1447
Owen LaRue
Kentucky
$9.74M
WTA
1448
Washington Trust Advisors
Massachusetts
$9.74M
MYLI
1449
Meiji Yasuda Life Insurance
Japan
$9.72M
GIA
1450
Guyasuta Investment Advisors
Pennsylvania
$9.72M