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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
HCWM
3376
Hidden Cove Wealth Management
Washington
$1.09M
KWM
3377
KFG Wealth Management
Indiana
$1.09M
PFA
3378
Petra Financial Advisors
Colorado
$1.09M
WCWM
3379
Willow Creek Wealth Management
California
$1.09M
BWM
3380
BankPlus Wealth Management
Mississippi
$1.09M
KPWG
3381
KFA Private Wealth Group
Virginia
$1.09M
IWA
3382
IVC Wealth Advisors
Pennsylvania
$1.09M
IIM
3383
Illumine Investment Management
Washington
$1.09M
LRIC
3384
Long Road Investment Counsel
Michigan
$1.08M
EWP
3385
Elevation Wealth Partners
California
$1.08M
FWP
3386
Firethorn Wealth Partners
Georgia
$1.08M
RWA
3387
Rooted Wealth Advisors
Illinois
$1.08M
BAM
3388
Bellevue Asset Management
Washington
$1.08M
CA
3389
Clune & Associates
Illinois
$1.08M
BWA
3390
BlueSky Wealth Advisors
North Carolina
$1.08M
OWM
3391
OneAscent Wealth Management
Alabama
$1.08M
QPW
3392
Quantum Private Wealth
Florida
$1.08M
BFA
3393
Buttonwood Financial Advisors
Maryland
$1.08M
MWA
3394
Motive Wealth Advisors
Michigan
$1.07M
PA
3395
Persium Advisors
Georgia
$1.07M
LA
3396
Lifeworks Advisors
Michigan
$1.07M
CCM
3397
Charter Capital Management
Wisconsin
$1.07M
BI
3398
Beckerman Institutional
New Jersey
$1.07M
NWMG
3399
National Wealth Management Group
Ohio
$1.07M
JF
3400
Joule Financial
Kentucky
$1.07M