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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
AHIA
1826
Andrew Hill Investment Advisors
Florida
$6.42M
WC
1827
Waterloo Capital
Texas
$6.41M
BFA
1828
Beaumont Financial Advisors
Massachusetts
$6.4M
VanEck Associates
1829
VanEck Associates
New York
$6.39M
PWA
1830
Providence Wealth Advisors
Illinois
$6.38M
WAM
1831
Wakefield Asset Management
Colorado
$6.37M
FCM
1832
Fire Capital Management
California
$6.36M
TNA
1833
True North Advisors
Texas
$6.36M
EWM
1834
EPG Wealth Management
Georgia
$6.34M
BB
1835
Bell Bank
North Dakota
$6.33M
ICP
1836
Impact Capital Partners
Colorado
$6.33M
MA
1837
MONECO Advisors
Connecticut
$6.31M
TWP
1838
Tyche Wealth Partners
Texas
$6.31M
HDA
1839
Harold Davidson & Associates
California
$6.31M
ZF
1840
Zhang Financial
Michigan
$6.3M
NIP
1841
Nicholas Investment Partners
California
$6.3M
AIM
1842
Acropolis Investment Management
Missouri
$6.29M
SI
1843
Shaker Investments
Ohio
$6.28M
TFA
1844
Trinity Financial Advisors
Ohio
$6.27M
KP
1845
Keel Point
Alabama
$6.26M
TI
1846
TTP Investments
California
$6.24M
WA
1847
Wasatch Advisors
Utah
$6.24M
WAM
1848
Weiss Asset Management
Massachusetts
$6.23M
GFG
1849
Goldstone Financial Group
Illinois
$6.23M
SS
1850
SBI Securities
Japan
$6.22M