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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
TWP
1826
Tyche Wealth Partners
Texas
$6.31M
HDA
1827
Harold Davidson & Associates
California
$6.31M
ZF
1828
Zhang Financial
Michigan
$6.3M
NIP
1829
Nicholas Investment Partners
California
$6.3M
AIM
1830
Acropolis Investment Management
Missouri
$6.29M
SI
1831
Shaker Investments
Ohio
$6.28M
TFA
1832
Trinity Financial Advisors
Ohio
$6.27M
KP
1833
Keel Point
Alabama
$6.26M
TI
1834
TTP Investments
California
$6.24M
WA
1835
Wasatch Advisors
Utah
$6.24M
WAM
1836
Weiss Asset Management
Massachusetts
$6.23M
GFG
1837
Goldstone Financial Group
Illinois
$6.23M
SS
1838
SBI Securities
Japan
$6.22M
SLT
1839
St Louis Trust
Missouri
$6.22M
DC
1840
DeDora Capital
California
$6.21M
PWM
1841
Pines Wealth Management
North Carolina
$6.19M
CCT
1842
Capital City Trust
Florida
$6.18M
IP
1843
Intellectus Partners
California
$6.18M
GIM
1844
Gold Investment Management
Alberta, Canada
$6.18M
FIC
1845
FCG Investment Company
Tennessee
$6.16M
MC
1846
Marest Capital
California
$6.16M
Edgewood Management
1847
Edgewood Management
Connecticut
$6.16M
CCA
1848
Cobblestone Capital Advisors
New York
$6.16M
TP
1849
Tranquility Partners
Tennessee
$6.15M
MIM
1850
Moseley Investment Management
Florida
$6.13M