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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
LA
3401
Lifeworks Advisors
Michigan
$1.07M
CCM
3402
Charter Capital Management
Wisconsin
$1.07M
BI
3403
Beckerman Institutional
New Jersey
$1.07M
NWMG
3404
National Wealth Management Group
Ohio
$1.07M
JF
3405
Joule Financial
Kentucky
$1.07M
NWM
3406
Nova Wealth Management
Florida
$1.07M
NFTC
3407
North Forty Two & Co
Oregon
$1.07M
TCOO
3408
Trust Company of Oklahoma
Oklahoma
$1.07M
DSAM
3409
Dock Street Asset Management
Florida
$1.07M
TI
3410
Truxt Investmentos
Brazil
$1.07M
ACA
3411
Ackerman Capital Advisors
Texas
$1.07M
TFG
3412
Tilson Financial Group
New Jersey
$1.06M
SP
3413
SIH Partners
Delaware
$1.06M
LFA
3414
Laraway Financial Advisors
Minnesota
$1.06M
ACA
3415
American Capital Advisory
Idaho
$1.06M
ACC
3416
Acorn Creek Capital
Colorado
$1.06M
BTC
3417
Bank & Trust Company
Illinois
$1.06M
GWM
3418
Glass Wealth Management
Texas
$1.06M
IP
3419
Isthmus Partners
Wisconsin
$1.06M
OWA
3420
Outlook Wealth Advisors
Texas
$1.06M
HB
3421
Horizon Bancorp
Indiana
$1.05M
ACM
3422
AUA Capital Management
Pennsylvania
$1.05M
FA
3423
Forefront Analytics
Pennsylvania
$1.05M
T
3424
Tableaux
Massachusetts
$1.05M
BFF
3425
Byrne Financial Freedom
Massachusetts
$1.05M