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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
FA
3301
Fiducient Advisors
Illinois
$1.2M
LGWM
3302
Litman Gregory Wealth Management
California
$1.2M
FFM
3303
Flagstone Financial Management
Nebraska
$1.19M
RA
3304
Rational Advisors
New York
$1.19M
VFG
3305
Victory Financial Group
Texas
$1.19M
HG
3306
Harbor Group
New Hampshire
$1.19M
PSCM
3307
Per Stirling Capital Management
Texas
$1.19M
IAP
3308
Indie Asset Partners
Indiana
$1.19M
DEM
3309
Disciplined Equity Management
Florida
$1.19M
GCM
3310
Galibier Capital Management
Ontario, Canada
$1.19M
MAG
3311
Mayfair Advisory Group
Alabama
$1.18M
AWM
3312
Accredited Wealth Management
Kentucky
$1.18M
WPW
3313
Watershed Private Wealth
Illinois
$1.18M
OWA
3314
Opal Wealth Advisors
New York
$1.18M
CNBOF
3315
City National Bank of Florida
Florida
$1.18M
HAS
3316
Holland Advisory Services
Florida
$1.17M
CIA
3317
Compass Ion Advisors
Pennsylvania
$1.17M
NI
3318
NCP Inc
California
$1.17M
DMBA
3319
Deseret Mutual Benefit Administrators
Utah
$1.17M
JSA
3320
Jacobson & Schmitt Advisors
Wisconsin
$1.17M
KA
3321
KDT Advisors
New York
$1.17M
TFA
3322
Tranquilli Financial Advisor
New Jersey
$1.17M
PCM
3323
Permanent Capital Management
Illinois
$1.17M
APM
3324
a16z Perennial Management
California
$1.17M
EI
3325
Ecofi Investissements
France
$1.17M