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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
DWP
3201
Destiny Wealth Partners
Florida
$1.32M
GF
3202
GGM Financials
Ohio
$1.32M
SPWG
3203
Sage Private Wealth Group
Illinois
$1.32M
SPP
3204
Single Point Partners
Massachusetts
$1.32M
LC
3205
Landaas & Company
Wisconsin
$1.32M
SAM
3206
S.A. Mason
Michigan
$1.31M
GA
3207
GSG Advisors
New Jersey
$1.31M
BFS
3208
BridgePort Financial Solutions
Iowa
$1.31M
BA
3209
BCM Advisors
Louisiana
$1.31M
GA
3210
Goldstein Advisors
Wisconsin
$1.31M
OA
3211
Operose Advisors
Wisconsin
$1.31M
OBWP
3212
O'Brien Wealth Partners
Massachusetts
$1.31M
MIM
3213
Merrion Investment Management
New Jersey
$1.31M
EGWAG
3214
Elwood & Goetz Wealth Advisory Group
Georgia
$1.31M
RIS
3215
Retirement Income Solutions
Michigan
$1.3M
IAG
3216
Investment Advisory Group
Massachusetts
$1.3M
CMAI
3217
Capital Management Associates Inc
Minnesota
$1.3M
RA
3218
Riversedge Advisors
Delaware
$1.3M
KWM
3219
Kaydan Wealth Management
Michigan
$1.3M
BSTWA
3220
Blake Schutter Theil Wealth Advisors
Ohio
$1.3M
CSWG
3221
Cardinal Strategic Wealth Guidance
Kentucky
$1.3M
BOM
3222
Bank of Marin
California
$1.29M
CC
3223
Carlson Capital
Texas
$1.29M
DWS
3224
Discipline Wealth Solutions
South Carolina
$1.29M
DIA
3225
Davidson Investment Advisors
Montana
$1.29M