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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
JF
1626
Jericho Financial
Ohio
$8.14M
AIS
1627
AM Investment Strategies
Tennessee
$8.14M
BC
1628
Bowman & Company
Wisconsin
$8.14M
WIS
1629
Wright Investors Service
Connecticut
$8.13M
PPWP
1630
Premier Path Wealth Partners
New Jersey
$8.12M
LRPA
1631
L. Roy Papp & Associates
Arizona
$8.11M
MMG
1632
Monetary Management Group
Missouri
$8.11M
FLI
1633
Family Legacy Inc
South Carolina
$8.1M
LWA
1634
Lineweaver Wealth Advisors
Ohio
$8.09M
SC
1635
Skylands Capital
Wisconsin
$8.05M
SSI
1636
Scott & Selber Inc
Texas
$8.04M
OPA
1637
Old Port Advisors
Maine
$8.03M
RP
1638
Rowlandmiller & Partners
Georgia
$8.02M
MWM
1639
Mattern Wealth Management
Kansas
$8.01M
BBP
1640
Banco BTG Pactual
Brazil
$8M
JG
1641
Jain Global
New York
$7.99M
FDP
1642
Financiere des Professionnels
Quebec, Canada
$7.99M
LJCM
1643
Lee Johnson Capital Management
Texas
$7.97M
ACM
1644
AlphaStar Capital Management
North Carolina
$7.97M
IIC
1645
Integrated Investment Consultants
Michigan
$7.96M
FAM
1646
Formidable Asset Management
Ohio
$7.95M
GBWM
1647
Granite Bay Wealth Management
New Hampshire
$7.95M
MPPLM
1648
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.92M
LWM
1649
LJI Wealth Management
Indiana
$7.91M
EML
1650
Eos Management LP
New York
$7.89M