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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
SGWM
3251
Sterling Group Wealth Management
California
$1.26M
FWP
3252
Fiduciary Wealth Partners
Massachusetts
$1.26M
ACM
3253
Ardent Capital Management
Ohio
$1.26M
THL
3254
Tillman Hartley LLC
Colorado
$1.25M
SDAM
3255
Shulman DeMeo Asset Management
New York
$1.25M
LWM
3256
LeConte Wealth Management
Tennessee
$1.25M
SIAG
3257
Safeguard Investment Advisory Group
California
$1.25M
NIA
3258
NBZ Investment Advisors
Tennessee
$1.25M
RGC
3259
Roberts, Glore & Co
Illinois
$1.25M
GG
3260
GenWealth Group
New Jersey
$1.25M
AFW
3261
Avantra Family Wealth
Pennsylvania
$1.25M
HCP
3262
Hardin Capital Partners
South Carolina
$1.25M
RTC
3263
Riverview Trust Company
Washington
$1.24M
MSWMA
3264
Market Street Wealth Management Advisors
Indiana
$1.24M
WA1
3265
Wimmer Associates 1
California
$1.24M
WSWA
3266
Warren Street Wealth Advisors
California
$1.23M
CFP
3267
Cascade Financial Partners
California
$1.23M
EPM
3268
Elm Partners Management
Pennsylvania
$1.23M
FFG
3269
Fiduciary Financial Group
California
$1.23M
TIM
3270
Total Investment Management
Arizona
$1.23M
CSI
3271
Clark & Stuart Inc
Maine
$1.23M
CF
3272
Cyr Financial
Illinois
$1.23M
SL
3273
Summitry LLC
California
$1.23M
NC
3274
North Capital
Utah
$1.22M
KWM
3275
Kingsman Wealth Management
Florida
$1.22M