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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
RFS
3026
Richardson Financial Services
Massachusetts
$1.65M
AWA
3027
A4 Wealth Advisors
North Carolina
$1.65M
KWM
3028
Keebeck Wealth Management
Illinois
$1.65M
FPW
3029
Fairvoy Private Wealth
Alabama
$1.65M
SCM
3030
Stevens Capital Management
Pennsylvania
$1.64M
LWM
3031
Lionsbridge Wealth Management
Florida
$1.64M
SL
3032
Salomon & Ludwin
Virginia
$1.64M
AMCA
3033
Arthur M. Cohen & Associates
Illinois
$1.64M
HWMG
3034
Hurlow Wealth Management Group
Indiana
$1.64M
DWM
3035
Dogwood Wealth Management
Kansas
$1.63M
MWP
3036
Madison Wealth Partners
Wisconsin
$1.63M
GAA
3037
Guardian Asset Advisors
Pennsylvania
$1.63M
LIA
3038
LS Investment Advisors
Michigan
$1.63M
DG
3039
DMC Group
Alabama
$1.63M
SIG
3040
Spinnaker Investment Group
California
$1.62M
CNTOF
3041
Canandaigua National Trust of Florida
New York
$1.62M
UWP
3042
Uniting Wealth Partners
Kansas
$1.62M
BSG
3043
Black Swift Group
Colorado
$1.62M
EWS
3044
Evergreen Wealth Solutions
Pennsylvania
$1.62M
NCTC
3045
New Covenant Trust Company
Indiana
$1.62M
WAM
3046
Wallington Asset Management
Indiana
$1.62M
HIG
3047
Heritage Investment Group
Florida
$1.61M
BFWA
3048
Benchmark Financial Wealth Advisors
Florida
$1.61M
SCM
3049
Sterneck Capital Management
Missouri
$1.61M
CBUSF
3050
Construction & Building Unions Superannuation Fund
Australia
$1.61M