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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
PFA
3401
Petra Financial Advisors
Colorado
$1.09M
MCA
3402
Millennium Capital Advisors
Arkansas
$1.09M
WCWM
3403
Willow Creek Wealth Management
California
$1.09M
BWM
3404
BankPlus Wealth Management
Mississippi
$1.09M
KPWG
3405
KFA Private Wealth Group
Virginia
$1.09M
IWA
3406
IVC Wealth Advisors
Pennsylvania
$1.09M
IIM
3407
Illumine Investment Management
Washington
$1.09M
LRIC
3408
Long Road Investment Counsel
Michigan
$1.08M
EWP
3409
Elevation Wealth Partners
California
$1.08M
FWP
3410
Firethorn Wealth Partners
Georgia
$1.08M
RWA
3411
Rooted Wealth Advisors
Illinois
$1.08M
BAM
3412
Bellevue Asset Management
Washington
$1.08M
CA
3413
Clune & Associates
Illinois
$1.08M
BWA
3414
BlueSky Wealth Advisors
North Carolina
$1.08M
OWM
3415
OneAscent Wealth Management
Alabama
$1.08M
QPW
3416
Quantum Private Wealth
Florida
$1.08M
BFA
3417
Buttonwood Financial Advisors
Maryland
$1.08M
MWA
3418
Motive Wealth Advisors
Michigan
$1.07M
PA
3419
Persium Advisors
Georgia
$1.07M
LA
3420
Lifeworks Advisors
Michigan
$1.07M
CCM
3421
Charter Capital Management
Wisconsin
$1.07M
BI
3422
Beckerman Institutional
New Jersey
$1.07M
NWMG
3423
National Wealth Management Group
Ohio
$1.07M
JF
3424
Joule Financial
Kentucky
$1.07M
NWM
3425
Nova Wealth Management
Florida
$1.07M