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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
EI
3176
Ellevest Inc
New York
$1.37M
HCM
3177
Hutchinson Capital Management
California
$1.37M
SWP
3178
Summit Wealth Partners
Florida
$1.37M
HW
3179
Hamilton Wealth
California
$1.37M
WMWM
3180
Whitaker-Myers Wealth Managers
Ohio
$1.37M
VCP
3181
Vista Capital Partners
Oregon
$1.36M
CIS
3182
Custom Index Systems
New York
$1.36M
VF
3183
Virtu Financial
New York
$1.36M
TFCP
3184
Twin Focus Capital Partners
Massachusetts
$1.36M
HWM
3185
Hassell Wealth Management
Louisiana
$1.36M
S
3186
Sachetta
Massachusetts
$1.36M
PAWA
3187
Palo Alto Wealth Advisors
California
$1.35M
WJA
3188
Willis Johnson & Associates
Texas
$1.35M
WAM
3189
WNY Asset Management
New York
$1.35M
TCM
3190
Towercrest Capital Management
Pennsylvania
$1.35M
SAM
3191
Secure Asset Management
Michigan
$1.35M
PCM
3192
Poehling Capital Management
Wisconsin
$1.34M
NVIM
3193
New Vernon Investment Management
Illinois
$1.34M
CFAM
3194
Center For Asset Management
Florida
$1.34M
CCA
3195
Cadent Capital Advisors
Oklahoma
$1.34M
AWMG
3196
Alliance Wealth Management Group
New Jersey
$1.34M
TIM
3197
Tevis Investment Management
Texas
$1.34M
AGA
3198
Arkos Global Advisors
Texas
$1.33M
FDW
3199
Fourth Dimension Wealth
Ohio
$1.33M
NCM
3200
Next Capital Management
New York
$1.33M