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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
AA
2526
Altman Advisors
Illinois
$2.88M
NL
2527
Navalign LLC
California
$2.88M
TA
2528
TKG Advisors
Indiana
$2.87M
CPC
2529
CFC Planning Company
Indiana
$2.87M
ICM
2530
IMS Capital Management
Oregon
$2.86M
YWM
2531
Yukon Wealth Management
Kansas
$2.85M
WCM
2532
Washington Capital Management
Washington
$2.85M
FHC
2533
First Heartland Consultants
Missouri
$2.84M
LAIC
2534
Lederer & Associates Investment Counsel
California
$2.84M
PWM
2535
Prentice Wealth Management
New York
$2.84M
EA
2536
Ellsworth Advisors
Ohio
$2.84M
WSA
2537
Warm Springs Advisors
California
$2.83M
TWP
2538
Total Wealth Planning
Ohio
$2.83M
LA
2539
LexAurum Advisors
Kansas
$2.82M
GPWM
2540
Grant Private Wealth Management
California
$2.82M
KFA
2541
Kapstone Financial Advisors
Ohio
$2.82M
SFM
2542
Signet Financial Management
New Jersey
$2.82M
KFSC
2543
Keystone Financial Services (Colorado)
Colorado
$2.81M
CH
2544
Cromwell Holdings
Wyoming
$2.81M
SSWM
2545
Strait & Sound Wealth Management
California
$2.81M
PIA
2546
Perennial Investment Advisors
California
$2.8M
AFM
2547
Armstrong Fleming & Moore
District of Columbia
$2.8M
SCM
2548
Sunbeam Capital Management
Georgia
$2.8M
GDP
2549
Great Diamond Partners
Maine
$2.8M
IF
2550
IRON Financial
Illinois
$2.79M