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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
KCFA
2726
Key Client Fiduciary Advisors
New Jersey
$2.32M
AIIMS
2727
Analyst IMS Investment Management Services
Israel
$2.32M
AIM
2728
Alhambra Investment Management
Florida
$2.31M
SCP
2729
Sivia Capital Partners
California
$2.31M
JWA
2730
JFS Wealth Advisors
Pennsylvania
$2.31M
PSP
2731
Principal Street Partners
Tennessee
$2.31M
QFW
2732
QTR Family Wealth
Florida
$2.31M
CIA
2733
Cladis Investment Advisory
Montana
$2.3M
OFW
2734
Omnia Family Wealth
Florida
$2.3M
HWA
2735
Heartwood Wealth Advisors
Virginia
$2.3M
BW
2736
BIP Wealth
Georgia
$2.3M
WIM
2737
Westside Investment Management
California
$2.29M
ACMA
2738
Arbor Capital Management (Alaska)
Alaska
$2.29M
EP
2739
Edgestream Partners
New Jersey
$2.29M
SW
2740
Solidarity Wealth
Utah
$2.29M
NJIM
2741
Nabity-Jensen Investment Management
Nebraska
$2.29M
TC
2742
Trilogy Capital
California
$2.27M
SIC
2743
SJS Investment Consulting
Ohio
$2.27M
TFA
2744
Transamerica Financial Advisors
Florida
$2.26M
RB
2745
Renasant Bank
Mississippi
$2.26M
MWM
2746
Meadowbrook Wealth Management
New York
$2.25M
PWP
2747
Phillips Wealth Planners
Mississippi
$2.25M
SFG
2748
Sovereign Financial Group
Connecticut
$2.24M
VC
2749
Veracity Capital
Georgia
$2.24M
MFWP
2750
Mosaic Family Wealth Partners
Missouri
$2.24M