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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
PW
3101
Paladin Wealth
Minnesota
$1.53M
M
3102
MATAURO
New York
$1.52M
CB
3103
Centennial Bank
Arkansas
$1.52M
MCM
3104
Mattern Capital Management
Colorado
$1.52M
LWL
3105
Leo Wealth LLC
Texas
$1.52M
IAG
3106
Ipsen Advisor Group
Arkansas
$1.51M
RPCONE
3107
Retirement Planning Company of New England
Rhode Island
$1.51M
SSCM
3108
Spectrum Strategic Capital Management
Oregon
$1.51M
RWI
3109
Red Wave Investments
Pennsylvania
$1.51M
HSG
3110
Helen Stephens Group
Texas
$1.51M
PPW
3111
Pasadena Private Wealth
California
$1.51M
MAG
3112
MRA Advisory Group
New Jersey
$1.51M
WCFA
3113
Walkner Condon Financial Advisors
Wisconsin
$1.51M
NED
3114
Nancy E. Dempze
$1.5M
TA
3115
Tectonic Advisors
Texas
$1.5M
MFG
3116
Mainsail Financial Group
Washington
$1.5M
BP
3117
BWM Planning
Texas
$1.5M
TA
3118
TrueWealth Advisors
Alabama
$1.49M
WWM
3119
Wagner Wealth Management
South Carolina
$1.49M
FP
3120
Fiduciary Planning
Florida
$1.49M
LRIA
3121
Leonard Rickey Investment Advisors
Washington
$1.48M
EAM
3122
Evanson Asset Management
California
$1.48M
FF
3123
Francis Financial
$1.48M
LIM
3124
Longfellow Investment Management
Massachusetts
$1.48M
PCP
3125
Proficio Capital Partners
Massachusetts
$1.48M