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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
CWM
3251
Challenger Wealth Management
California
$1.26M
WDA
3252
Wendell David Associates
New Hampshire
$1.26M
GA
3253
Greenhaven Associates
New York
$1.26M
FA
3254
Fedenia Advisers
Wisconsin
$1.26M
ML
3255
Mayport LLC
Massachusetts
$1.26M
SGWM
3256
Sterling Group Wealth Management
California
$1.26M
FWP
3257
Fiduciary Wealth Partners
Massachusetts
$1.26M
ACM
3258
Ardent Capital Management
Ohio
$1.26M
THL
3259
Tillman Hartley LLC
Colorado
$1.25M
SDAM
3260
Shulman DeMeo Asset Management
New York
$1.25M
LWM
3261
LeConte Wealth Management
Tennessee
$1.25M
SIAG
3262
Safeguard Investment Advisory Group
California
$1.25M
NIA
3263
NBZ Investment Advisors
Tennessee
$1.25M
RGC
3264
Roberts, Glore & Co
Illinois
$1.25M
GG
3265
GenWealth Group
New Jersey
$1.25M
AFW
3266
Avantra Family Wealth
Pennsylvania
$1.25M
HCP
3267
Hardin Capital Partners
South Carolina
$1.25M
RTC
3268
Riverview Trust Company
Washington
$1.24M
MSWMA
3269
Market Street Wealth Management Advisors
Indiana
$1.24M
WA1
3270
Wimmer Associates 1
California
$1.24M
WSWA
3271
Warren Street Wealth Advisors
California
$1.23M
CFP
3272
Cascade Financial Partners
California
$1.23M
EPM
3273
Elm Partners Management
Pennsylvania
$1.23M
FFG
3274
Fiduciary Financial Group
California
$1.23M
TIM
3275
Total Investment Management
Arizona
$1.23M