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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
WWM
2476
Waterway Wealth Management
Texas
$3.03M
UOTTAIMCU
2477
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.03M
SWA
2478
Strategies Wealth Advisors
Michigan
$3.03M
BFA
2479
Brown Financial Advisors
Ohio
$3.02M
RC
2480
Reik & Co
New York
$3.02M
DWM
2481
Drive Wealth Management
Utah
$3.02M
MTC
2482
Matrix Trust Company
Colorado
$3.02M
SVCP
2483
Silicon Valley Capital Partners
California
$3.02M
WAM
2484
Wernau Asset Management
Massachusetts
$3.02M
CA
2485
Carson Advisory
Georgia
$3.02M
DBG
2486
De Burlo Group
Massachusetts
$3.01M
CCM
2487
Compass Capital Management
Minnesota
$3.01M
NA
2488
Navellier & Associates
Nevada
$3.01M
AF
2489
Apollon Financial
South Carolina
$3.01M
FW
2490
FullCircle Wealth
Texas
$3M
SNWA
2491
Siligmueller & Norvid Wealth Advisors
Illinois
$3M
MAM
2492
MWA Asset Management
Massachusetts
$3M
SNBOSD
2493
Security National Bank of So Dak
Iowa
$2.99M
BWM
2494
BlackDiamond Wealth Management
New York
$2.99M
AC
2495
Asio Capital
Kentucky
$2.99M
KWS
2496
Keystone Wealth Services
California
$2.98M
PAM
2497
PCG Asset Management
New Jersey
$2.98M
EB
2498
Emprise Bank
Kansas
$2.97M
FA
2499
Faithward Advisors
Pennsylvania
$2.97M
PWAM
2500
Papamarkou Wellner Asset Management
New York
$2.97M