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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
IAG
3101
Ipsen Advisor Group
Arkansas
$1.51M
RPCONE
3102
Retirement Planning Company of New England
Rhode Island
$1.51M
SSCM
3103
Spectrum Strategic Capital Management
Oregon
$1.51M
RWI
3104
Red Wave Investments
Pennsylvania
$1.51M
HSG
3105
Helen Stephens Group
Texas
$1.51M
PPW
3106
Pasadena Private Wealth
California
$1.51M
MAG
3107
MRA Advisory Group
New Jersey
$1.51M
WCFA
3108
Walkner Condon Financial Advisors
Wisconsin
$1.51M
NED
3109
Nancy E. Dempze
$1.5M
TA
3110
Tectonic Advisors
Texas
$1.5M
MFG
3111
Mainsail Financial Group
Washington
$1.5M
BP
3112
BWM Planning
Texas
$1.5M
TA
3113
TrueWealth Advisors
Alabama
$1.49M
WWM
3114
Wagner Wealth Management
South Carolina
$1.49M
FP
3115
Fiduciary Planning
Florida
$1.49M
LRIA
3116
Leonard Rickey Investment Advisors
Washington
$1.48M
EAM
3117
Evanson Asset Management
California
$1.48M
FF
3118
Francis Financial
$1.48M
LIM
3119
Longfellow Investment Management
Massachusetts
$1.48M
PCP
3120
Proficio Capital Partners
Massachusetts
$1.48M
GSF
3121
Grove Street Fiduciary
New Hampshire
$1.47M
KFG
3122
Kingdom Financial Group
Arizona
$1.47M
RW
3123
RVW Wealth
California
$1.47M
DWG
3124
Darden Wealth Group
Michigan
$1.47M
WA
3125
Wealthstream Advisors
New York
$1.47M