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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
CSWG
3226
Cardinal Strategic Wealth Guidance
Kentucky
$1.3M
BOM
3227
Bank of Marin
California
$1.29M
CC
3228
Carlson Capital
Texas
$1.29M
DWS
3229
Discipline Wealth Solutions
South Carolina
$1.29M
DIA
3230
Davidson Investment Advisors
Montana
$1.29M
RHDIC
3231
R.H. Dinel Investment Counsel
California
$1.29M
BW
3232
Balance Wealth
Ohio
$1.29M
MWS
3233
MFA Wealth Services
California
$1.29M
GCM
3234
Gibraltar Capital Management
Oklahoma
$1.29M
CWA
3235
CM Wealth Advisors
Ohio
$1.29M
PA
3236
Probity Advisors
Texas
$1.29M
EWM
3237
Elite Wealth Management
Washington
$1.29M
TFGT
3238
TS Financial Group (TSFG)
Illinois
$1.28M
TIM
3239
Tikehau Investment Management
France
$1.28M
DBRC
3240
D.B. Root & Company
Pennsylvania
$1.28M
TWM
3241
Tripletail Wealth Management
Florida
$1.28M
GWAG
3242
Garrett Wealth Advisory Group
Texas
$1.28M
CWA
3243
Consilio Wealth Advisors
Washington
$1.28M
EA
3244
Emerald Advisors
Washington
$1.27M
HFS
3245
Hopwood Financial Services
Virginia
$1.27M
DAM
3246
Doheny Asset Management
California
$1.27M
FWA
3247
Flagship Wealth Advisors
Massachusetts
$1.27M
MAG
3248
M3 Advisory Group
Massachusetts
$1.27M
HBWM
3249
Hollow Brook Wealth Management
New York
$1.26M
ACM
3250
Advance Capital Management
Michigan
$1.26M