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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
FWM
2476
Forefront Wealth Management
Pennsylvania
$3.04M
CSPIA
2477
Cary Street Partners Investment Advisory
Virginia
$3.03M
TB
2478
Terril Brothers
Missouri
$3.03M
WWM
2479
Waterway Wealth Management
Texas
$3.03M
UOTTAIMCU
2480
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.03M
SWA
2481
Strategies Wealth Advisors
Michigan
$3.03M
BFA
2482
Brown Financial Advisors
Ohio
$3.02M
RC
2483
Reik & Co
New York
$3.02M
DWM
2484
Drive Wealth Management
Utah
$3.02M
MTC
2485
Matrix Trust Company
Colorado
$3.02M
SVCP
2486
Silicon Valley Capital Partners
California
$3.02M
WAM
2487
Wernau Asset Management
Massachusetts
$3.02M
CA
2488
Carson Advisory
Georgia
$3.02M
DBG
2489
De Burlo Group
Massachusetts
$3.01M
CCM
2490
Compass Capital Management
Minnesota
$3.01M
NA
2491
Navellier & Associates
Nevada
$3.01M
AF
2492
Apollon Financial
South Carolina
$3.01M
FW
2493
FullCircle Wealth
Texas
$3M
SNWA
2494
Siligmueller & Norvid Wealth Advisors
Illinois
$3M
MAM
2495
MWA Asset Management
Massachusetts
$3M
SNBOSD
2496
Security National Bank of So Dak
Iowa
$2.99M
BWM
2497
BlackDiamond Wealth Management
New York
$2.99M
AC
2498
Asio Capital
Kentucky
$2.99M
KWS
2499
Keystone Wealth Services
California
$2.98M
PAM
2500
PCG Asset Management
New Jersey
$2.98M