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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
OW
2901
Olistico Wealth
Oklahoma
$1.88M
CA
2902
Crumly & Associates
Illinois
$1.88M
LCWP
2903
Legacy Capital Wealth Partners
Arkansas
$1.88M
SFG
2904
Seamount Financial Group
Colorado
$1.88M
VP
2905
Verum Partners
North Carolina
$1.88M
AFT
2906
Alpha Family Trust
California
$1.88M
SC
2907
Sepio Capital
Utah
$1.87M
DGM
2908
Delta Global Management
New York
$1.87M
LSA
2909
Lion Street Advisors
Texas
$1.87M
BAG
2910
Bridgewealth Advisory Group
California
$1.87M
IPAM
2911
Investment Partners Asset Management
New Jersey
$1.87M
GIP
2912
Greatmark Investment Partners
Georgia
$1.87M
HC
2913
Hurley Capital
New York
$1.86M
APC
2914
Aspire Private Capital
North Carolina
$1.86M
GAM
2915
Gould Asset Management
California
$1.86M
TVAMP
2916
Tennessee Valley Asset Management Partners
Tennessee
$1.85M
PWM
2917
PBMares Wealth Management
Virginia
$1.85M
WFA
2918
WJ Financial Advisors
Connecticut
$1.85M
NFSG
2919
Newbridge Financial Services Group
Florida
$1.85M
BCM
2920
Barden Capital Management
Texas
$1.85M
RBWA
2921
RFG - Bristol Wealth Advisors
Massachusetts
$1.85M
CIM
2922
Corda Investment Management
Texas
$1.84M
WRPWM
2923
Werba Rubin Papier Wealth Management
California
$1.84M
FCIM
2924
Fairview Capital Investment Management
California
$1.83M
CTFG
2925
Capstone Triton Financial Group
Oklahoma
$1.83M