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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,102 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943911 (-32)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
911
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
RIM
2376
RW Investment Management
Idaho
$3.35M
6F
2377
626 Financial
Michigan
$3.35M
SC
2378
Shuttleworth & Co
Ohio
$3.34M
HCM
2379
HMS Capital Management
Tennessee
$3.34M
IWS
2380
Insight Wealth Strategies
California
$3.34M
PCS
2381
Personal CFO Solutions
New Jersey
$3.34M
BOJHT
2382
Bank of Jackson Hole Trust
Wyoming
$3.34M
FP
2383
Financial Perspectives
Minnesota
$3.33M
SFG
2384
Shum Financial Group
California
$3.33M
CAL
2385
Capital Advisors Ltd
Ohio
$3.32M
BWP
2386
Balboa Wealth Partners
Arizona
$3.32M
USWG
2387
U.S. Wealth Group
New York
$3.32M
BFA
2388
Blueprint Financial Advisors
North Carolina
$3.32M
SGM
2389
Skye Global Management
Florida
$3.31M
BWA
2390
Blodgett Wealth Advisors
California
$3.31M
HBW
2391
Hazlett, Burt & Watson
West Virginia
$3.31M
FFG
2392
Fortem Financial Group
California
$3.31M
TAM
2393
Trillium Asset Management
Massachusetts
$3.3M
HAM
2394
Harmony Asset Management
Arizona
$3.3M
OFS
2395
OMC Financial Services
New York
$3.29M
PMFA
2396
Plante Moran Financial Advisors
Michigan
$3.29M
CAM
2397
Cacti Asset Management
Georgia
$3.29M
KSB
2398
Kennebec Savings Bank
Maine
$3.29M
PFG
2399
Prosperity Financial Group
California
$3.28M
WCM
2400
WealthBridge Capital Management
Ohio
$3.27M