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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
AAM
3026
AMI Asset Management
California
$1.66M
RFW
3027
Rainier Family Wealth
Washington
$1.65M
HWM
3028
Horizon Wealth Management
Illinois
$1.65M
ML
3029
McAdam LLC
Pennsylvania
$1.65M
RFS
3030
Richardson Financial Services
Massachusetts
$1.65M
AWA
3031
A4 Wealth Advisors
North Carolina
$1.65M
KWM
3032
Keebeck Wealth Management
Illinois
$1.65M
FPW
3033
Fairvoy Private Wealth
Alabama
$1.65M
SCM
3034
Stevens Capital Management
Pennsylvania
$1.64M
LWM
3035
Lionsbridge Wealth Management
Florida
$1.64M
SL
3036
Salomon & Ludwin
Virginia
$1.64M
AMCA
3037
Arthur M. Cohen & Associates
Illinois
$1.64M
HWMG
3038
Hurlow Wealth Management Group
Indiana
$1.64M
DWM
3039
Dogwood Wealth Management
Kansas
$1.63M
MWP
3040
Madison Wealth Partners
Wisconsin
$1.63M
GAA
3041
Guardian Asset Advisors
Pennsylvania
$1.63M
LIA
3042
LS Investment Advisors
Michigan
$1.63M
DG
3043
DMC Group
Alabama
$1.63M
SIG
3044
Spinnaker Investment Group
California
$1.62M
CNTOF
3045
Canandaigua National Trust of Florida
New York
$1.62M
UWP
3046
Uniting Wealth Partners
Kansas
$1.62M
BSG
3047
Black Swift Group
Colorado
$1.62M
EWS
3048
Evergreen Wealth Solutions
Pennsylvania
$1.62M
NCTC
3049
New Covenant Trust Company
Indiana
$1.62M
WAM
3050
Wallington Asset Management
Indiana
$1.62M