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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
3226
GSG Advisors
New Jersey
$1.31M
BFS
3227
BridgePort Financial Solutions
Iowa
$1.31M
BA
3228
BCM Advisors
Louisiana
$1.31M
GA
3229
Goldstein Advisors
Wisconsin
$1.31M
OA
3230
Operose Advisors
Wisconsin
$1.31M
OBWP
3231
O'Brien Wealth Partners
Massachusetts
$1.31M
MIM
3232
Merrion Investment Management
New Jersey
$1.31M
EGWAG
3233
Elwood & Goetz Wealth Advisory Group
Georgia
$1.31M
RIS
3234
Retirement Income Solutions
Michigan
$1.3M
IAG
3235
Investment Advisory Group
Massachusetts
$1.3M
CMAI
3236
Capital Management Associates Inc
Minnesota
$1.3M
RA
3237
Riversedge Advisors
Delaware
$1.3M
KWM
3238
Kaydan Wealth Management
Michigan
$1.3M
BSTWA
3239
Blake Schutter Theil Wealth Advisors
Ohio
$1.3M
CSWG
3240
Cardinal Strategic Wealth Guidance
Kentucky
$1.3M
NFP
3241
Narus Financial Partners
Utah
$1.3M
BOM
3242
Bank of Marin
California
$1.29M
CC
3243
Carlson Capital
Texas
$1.29M
DWS
3244
Discipline Wealth Solutions
South Carolina
$1.29M
DIA
3245
Davidson Investment Advisors
Montana
$1.29M
RHDIC
3246
R.H. Dinel Investment Counsel
California
$1.29M
BW
3247
Balance Wealth
Ohio
$1.29M
MWS
3248
MFA Wealth Services
California
$1.29M
GCM
3249
Gibraltar Capital Management
Oklahoma
$1.29M
CWA
3250
CM Wealth Advisors
Ohio
$1.29M