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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
RHDIC
3226
R.H. Dinel Investment Counsel
California
$1.29M
BW
3227
Balance Wealth
Ohio
$1.29M
MWS
3228
MFA Wealth Services
California
$1.29M
GCM
3229
Gibraltar Capital Management
Oklahoma
$1.29M
CWA
3230
CM Wealth Advisors
Ohio
$1.29M
PA
3231
Probity Advisors
Texas
$1.29M
EWM
3232
Elite Wealth Management
Washington
$1.29M
TFGT
3233
TS Financial Group (TSFG)
Illinois
$1.28M
TIM
3234
Tikehau Investment Management
France
$1.28M
DBRC
3235
D.B. Root & Company
Pennsylvania
$1.28M
TWM
3236
Tripletail Wealth Management
Florida
$1.28M
GWAG
3237
Garrett Wealth Advisory Group
Texas
$1.28M
CWA
3238
Consilio Wealth Advisors
Washington
$1.28M
EA
3239
Emerald Advisors
Washington
$1.27M
HFS
3240
Hopwood Financial Services
Virginia
$1.27M
DAM
3241
Doheny Asset Management
California
$1.27M
FWA
3242
Flagship Wealth Advisors
Massachusetts
$1.27M
MAG
3243
M3 Advisory Group
Massachusetts
$1.27M
HBWM
3244
Hollow Brook Wealth Management
New York
$1.26M
ACM
3245
Advance Capital Management
Michigan
$1.26M
CWM
3246
Challenger Wealth Management
California
$1.26M
WDA
3247
Wendell David Associates
New Hampshire
$1.26M
GA
3248
Greenhaven Associates
New York
$1.26M
FA
3249
Fedenia Advisers
Wisconsin
$1.26M
ML
3250
Mayport LLC
Massachusetts
$1.26M