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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
PA
3251
Probity Advisors
Texas
$1.29M
EWM
3252
Elite Wealth Management
Washington
$1.29M
TFGT
3253
TS Financial Group (TSFG)
Illinois
$1.28M
TIM
3254
Tikehau Investment Management
France
$1.28M
DBRC
3255
D.B. Root & Company
Pennsylvania
$1.28M
TWM
3256
Tripletail Wealth Management
Florida
$1.28M
GWAG
3257
Garrett Wealth Advisory Group
Texas
$1.28M
CWA
3258
Consilio Wealth Advisors
Washington
$1.28M
EA
3259
Emerald Advisors
Washington
$1.27M
HFS
3260
Hopwood Financial Services
Virginia
$1.27M
DAM
3261
Doheny Asset Management
California
$1.27M
FWA
3262
Flagship Wealth Advisors
Massachusetts
$1.27M
MAG
3263
M3 Advisory Group
Massachusetts
$1.27M
HBWM
3264
Hollow Brook Wealth Management
New York
$1.26M
ACM
3265
Advance Capital Management
Michigan
$1.26M
CWM
3266
Challenger Wealth Management
California
$1.26M
WDA
3267
Wendell David Associates
New Hampshire
$1.26M
GA
3268
Greenhaven Associates
New York
$1.26M
PAS
3269
Parsonex Advisory Services
Colorado
$1.26M
FA
3270
Fedenia Advisers
Wisconsin
$1.26M
ML
3271
Mayport LLC
Massachusetts
$1.26M
SGWM
3272
Sterling Group Wealth Management
California
$1.26M
FWP
3273
Fiduciary Wealth Partners
Massachusetts
$1.26M
ACM
3274
Ardent Capital Management
Ohio
$1.26M
THL
3275
Tillman Hartley LLC
Colorado
$1.25M