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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
EWA
2826
Evolution Wealth Advisors
Florida
$2.05M
BCM
2827
BluePath Capital Management
Georgia
$2.04M
CCAM
2828
Cascades Capital Asset Management
North Carolina
$2.04M
KSWWM
2829
Keyes Stange & Wooten Wealth Management
Florida
$2.04M
DI
2830
Disciplined Investors
Texas
$2.04M
LSIA
2831
LaSalle St. Investment Advisors
Illinois
$2.03M
PBK
2832
Peoples Bank (Kansas)
Kansas
$2.03M
VFPW
2833
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.03M
GHAM
2834
Gilman Hill Asset Management
Connecticut
$2.03M
GWP
2835
Gateway Wealth Partners
Wisconsin
$2.03M
CS
2836
Capital Square
Tennessee
$2.03M
BC
2837
BIT Capital
Germany
$2.03M
SB
2838
Sunflower Bank
Texas
$2.03M
SFS
2839
Symphony Financial Services
Ohio
$2.02M
AWM
2840
AllSquare Wealth Management
New York
$2.02M
BCM
2841
Birmingham Capital Management
Alabama
$2.01M
BWM
2842
Birchcreek Wealth Management
Ohio
$2.01M
TCOTS
2843
Trust Company of the South
North Carolina
$2.01M
WC
2844
Westerkirk Capital
$2.01M
WAG
2845
Wiser Advisor Group
Arizona
$2.01M
KFS
2846
Keynote Financial Services
Connecticut
$2M
FFA
2847
Frazier Financial Advisors
Ohio
$2M
BWM
2848
Baron Wealth Management
Michigan
$2M
LCM
2849
LRT Capital Management
Texas
$2M
EFA
2850
Evernest Financial Advisors
Indiana
$1.99M