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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
A
2526
AlphaQuest
New York
$2.89M
MCM
2527
Mendel Capital Management
Arkansas
$2.88M
LB
2528
Legacy Bridge
Iowa
$2.88M
AA
2529
Altman Advisors
Illinois
$2.88M
NL
2530
Navalign LLC
California
$2.88M
TA
2531
TKG Advisors
Indiana
$2.87M
CPC
2532
CFC Planning Company
Indiana
$2.87M
ICM
2533
IMS Capital Management
Oregon
$2.86M
YWM
2534
Yukon Wealth Management
Kansas
$2.85M
WCM
2535
Washington Capital Management
Washington
$2.85M
FHC
2536
First Heartland Consultants
Missouri
$2.84M
LAIC
2537
Lederer & Associates Investment Counsel
California
$2.84M
PWM
2538
Prentice Wealth Management
New York
$2.84M
EA
2539
Ellsworth Advisors
Ohio
$2.84M
WSA
2540
Warm Springs Advisors
California
$2.83M
TWP
2541
Total Wealth Planning
Ohio
$2.83M
LA
2542
LexAurum Advisors
Kansas
$2.82M
GPWM
2543
Grant Private Wealth Management
California
$2.82M
KFA
2544
Kapstone Financial Advisors
Ohio
$2.82M
SFM
2545
Signet Financial Management
New Jersey
$2.82M
KFSC
2546
Keystone Financial Services (Colorado)
Colorado
$2.81M
CH
2547
Cromwell Holdings
Wyoming
$2.81M
SSWM
2548
Strait & Sound Wealth Management
California
$2.81M
PIA
2549
Perennial Investment Advisors
California
$2.8M
AFM
2550
Armstrong Fleming & Moore
District of Columbia
$2.8M