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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
WI
3376
WJ Interests
Texas
$1.1M
FCM
3377
Firestone Capital Management
Florida
$1.1M
BFWM
3378
Bright Futures Wealth Management
New York
$1.1M
HNWA
3379
Henrickson Nauta Wealth Advisors
Michigan
$1.1M
HI
3380
Humankind Investments
New York
$1.1M
HCWM
3381
Hidden Cove Wealth Management
Washington
$1.09M
KWM
3382
KFG Wealth Management
Indiana
$1.09M
PFA
3383
Petra Financial Advisors
Colorado
$1.09M
WCWM
3384
Willow Creek Wealth Management
California
$1.09M
BWM
3385
BankPlus Wealth Management
Mississippi
$1.09M
KPWG
3386
KFA Private Wealth Group
Virginia
$1.09M
IWA
3387
IVC Wealth Advisors
Pennsylvania
$1.09M
IIM
3388
Illumine Investment Management
Washington
$1.09M
LRIC
3389
Long Road Investment Counsel
Michigan
$1.08M
EWP
3390
Elevation Wealth Partners
California
$1.08M
FWP
3391
Firethorn Wealth Partners
Georgia
$1.08M
RWA
3392
Rooted Wealth Advisors
Illinois
$1.08M
BAM
3393
Bellevue Asset Management
Washington
$1.08M
CA
3394
Clune & Associates
Illinois
$1.08M
BWA
3395
BlueSky Wealth Advisors
North Carolina
$1.08M
OWM
3396
OneAscent Wealth Management
Alabama
$1.08M
QPW
3397
Quantum Private Wealth
Florida
$1.08M
BFA
3398
Buttonwood Financial Advisors
Maryland
$1.08M
MWA
3399
Motive Wealth Advisors
Michigan
$1.07M
PA
3400
Persium Advisors
Georgia
$1.07M