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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
WFM
3451
Wolff Financial Management
Michigan
$1.01M
SAM
3452
SP Asset Management
California
$1.01M
LWM
3453
Lionshead Wealth Management
New York
$1M
CAM
3454
Concorde Asset Management
Michigan
$1M
WAOI
3455
Wealth Advisors of Iowa
Iowa
$1M
RG
3456
Renaissance Group
Kentucky
$1M
SCA
3457
Strathmore Capital Advisors
North Carolina
$1M
CP
3458
Creekside Partners
California
$1M
IIM
3459
Ironwood Investment Management
Massachusetts
$995K
OAS
3460
Optivise Advisory Services
Tennessee
$994K
HF
3461
Holcombe Financial
Georgia
$993K
PIM
3462
Pullen Investment Management
Florida
$992K
TCM
3463
TruNorth Capital Management
Michigan
$992K
EFG
3464
Ehrlich Financial Group
California
$990K
LFG
3465
Lockerman Financial Group
California
$990K
FCT
3466
First Community Trust
Iowa
$987K
NP
3467
Ninepoint Partners
Ontario, Canada
$986K
TC
3468
Tacita Capital
Ontario, Canada
$985K
MPW
3469
Magnolia Private Wealth
Pennsylvania
$985K
OAM
3470
Oberweis Asset Management
Illinois
$984K
AWA
3471
Arbor Wealth Advisors
Michigan
$983K
MJRIC
3472
Mogy Joel R Investment Counsel
California
$978K
Cohen & Steers
3473
Cohen & Steers
New York
$978K
BCMLT
3474
Beacon Capital Management LLC (Tennessee)
Tennessee
$977K
SWM
3475
SilverOak Wealth Management
Minnesota
$977K