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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
PWM
2676
Palacios Wealth Management
Florida
$2.48M
SR
2677
Syntax Research
Florida
$2.47M
AWM
2678
Atticus Wealth Management
Florida
$2.47M
DFS
2679
Dixon Fnancial Services
California
$2.47M
CWM
2680
Castle Wealth Management
Florida
$2.46M
OWA
2681
One Wealth Advisors
California
$2.46M
FGA
2682
Fortis Group Advisors
New Jersey
$2.46M
FNBTCON
2683
First National Bank & Trust Co of Newtown
Pennsylvania
$2.45M
GWP
2684
Gen-Wealth Partners
Michigan
$2.45M
MMM
2685
Mendel Money Management
Illinois
$2.45M
BCP
2686
Berkeley Capital Partners
Georgia
$2.44M
MAC
2687
Mason & Associates (California)
California
$2.44M
AAIM
2688
Asset Advisors Investment Management
Georgia
$2.43M
TIP
2689
Tandem Investment Partners
New Jersey
$2.43M
PFM
2690
Potomac Fund Management
Florida
$2.43M
WCBA
2691
Weaver C. Barksdale & Associates
Tennessee
$2.42M
TWM
2692
TriaGen Wealth Management
California
$2.42M
Wolverine Trading
2693
Wolverine Trading
Illinois
$2.42M
IF
2694
Intrua Financial
Texas
$2.42M
GPI
2695
General Partner Inc
Pennsylvania
$2.42M
PG
2696
Proffitt & Goodson
Tennessee
$2.42M
MWP
2697
Momentum Wealth Planning
Florida
$2.41M
AIA
2698
Armor Investment Advisors
North Carolina
$2.41M
TNAM
2699
Terra Nova Asset Management
New York
$2.41M
AFG
2700
ABLE Financial Group
Arizona
$2.41M