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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
AWAP
3201
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.33M
TFG
3202
Taylor Financial Group
Virginia
$1.32M
BA
3203
Bluesphere Advisors
Pennsylvania
$1.32M
CWP
3204
Curated Wealth Partners
California
$1.32M
LK
3205
Lumbard & Kellner
New Hampshire
$1.32M
DWP
3206
Destiny Wealth Partners
Florida
$1.32M
GF
3207
GGM Financials
Ohio
$1.32M
SPWG
3208
Sage Private Wealth Group
Illinois
$1.32M
SPP
3209
Single Point Partners
Massachusetts
$1.32M
LC
3210
Landaas & Company
Wisconsin
$1.32M
SAM
3211
S.A. Mason
Michigan
$1.31M
GA
3212
GSG Advisors
New Jersey
$1.31M
BFS
3213
BridgePort Financial Solutions
Iowa
$1.31M
BA
3214
BCM Advisors
Louisiana
$1.31M
GA
3215
Goldstein Advisors
Wisconsin
$1.31M
OA
3216
Operose Advisors
Wisconsin
$1.31M
OBWP
3217
O'Brien Wealth Partners
Massachusetts
$1.31M
MIM
3218
Merrion Investment Management
New Jersey
$1.31M
EGWAG
3219
Elwood & Goetz Wealth Advisory Group
Georgia
$1.31M
RIS
3220
Retirement Income Solutions
Michigan
$1.3M
IAG
3221
Investment Advisory Group
Massachusetts
$1.3M
CMAI
3222
Capital Management Associates Inc
Minnesota
$1.3M
RA
3223
Riversedge Advisors
Delaware
$1.3M
KWM
3224
Kaydan Wealth Management
Michigan
$1.3M
BSTWA
3225
Blake Schutter Theil Wealth Advisors
Ohio
$1.3M