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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
KSWWM
2826
Keyes Stange & Wooten Wealth Management
Florida
$2.04M
DI
2827
Disciplined Investors
Texas
$2.04M
LSIA
2828
LaSalle St. Investment Advisors
Illinois
$2.03M
PBK
2829
Peoples Bank (Kansas)
Kansas
$2.03M
VFPW
2830
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.03M
GHAM
2831
Gilman Hill Asset Management
Connecticut
$2.03M
GWP
2832
Gateway Wealth Partners
Wisconsin
$2.03M
CS
2833
Capital Square
Tennessee
$2.03M
BC
2834
BIT Capital
Germany
$2.03M
SB
2835
Sunflower Bank
Texas
$2.03M
SFS
2836
Symphony Financial Services
Ohio
$2.02M
BCM
2837
Birmingham Capital Management
Alabama
$2.01M
BWM
2838
Birchcreek Wealth Management
Ohio
$2.01M
TCOTS
2839
Trust Company of the South
North Carolina
$2.01M
WC
2840
Westerkirk Capital
$2.01M
WAG
2841
Wiser Advisor Group
Arizona
$2.01M
KFS
2842
Keynote Financial Services
Connecticut
$2M
FFA
2843
Frazier Financial Advisors
Ohio
$2M
BWM
2844
Baron Wealth Management
Michigan
$2M
LCM
2845
LRT Capital Management
Texas
$2M
EFA
2846
Evernest Financial Advisors
Indiana
$1.99M
PGF
2847
Plan Group Financial
Oklahoma
$1.99M
TCM
2848
Tang Capital Management
California
$1.99M
LWP
2849
LeClair Wealth Partners
Ohio
$1.99M
PAG
2850
Powers Advisory Group
Illinois
$1.99M