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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
CFGW
2626
Chancellor Financial Group WB
Pennsylvania
$2.61M
EWS
2627
Eagle Wealth Strategies
New Jersey
$2.6M
TC
2628
Trust Company
Kansas
$2.6M
SWRP
2629
Summit Wealth & Retirement Planning
California
$2.59M
KLWA
2630
Kelly Lawrence W & Associates
California
$2.59M
SPWG
2631
Syntegra Private Wealth Group
Missouri
$2.58M
EW
2632
Element Wealth
Mississippi
$2.58M
BDF
2633
Black Diamond Financial
Maryland
$2.58M
AWS
2634
Aspen Wealth Strategies
Colorado
$2.58M
VBA
2635
von Borstel & Associates
Oregon
$2.58M
TF
2636
Tudor Financial
Ohio
$2.57M
PCS
2637
Private Client Services
Kentucky
$2.57M
SCI
2638
Stableford Capital II
Arizona
$2.57M
JWWM
2639
Johnson & White Wealth Management
Pennsylvania
$2.56M
CAM
2640
CPA Asset Management
Florida
$2.56M
DIM
2641
Delta Investment Management
California
$2.55M
TIM
2642
Tortoise Investment Management
New York
$2.54M
AWM
2643
Accel Wealth Management
Iowa
$2.54M
KFA
2644
Kelleher Financial Advisors
New York
$2.54M
JE
2645
JMAC Enterprises
Pennsylvania
$2.54M
OPOWM
2646
One Plus One Wealth Management
Florida
$2.54M
LMKC
2647
L.M. Kohn & Company
Ohio
$2.54M
CVM
2648
Cheviot Value Management
California
$2.53M
LI
2649
LVZ Inc
Michigan
$2.53M
FG
2650
Foster Group
Iowa
$2.52M