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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
PAW
3451
Plan A Wealth
Nebraska
$1.04M
CFO
3452
Collective Family Office
Pennsylvania
$1.04M
FAM
3453
Flaharty Asset Management
Florida
$1.04M
VW
3454
Vance Wealth
California
$1.04M
TWM
3455
TCFG Wealth Management
California
$1.04M
CHA
3456
Cooper/Haims Advisors
New York
$1.04M
PCFFS
3457
Pacific Center for Financial Services
California
$1.04M
WCG
3458
Weaver Consulting Group
California
$1.04M
PWM
3459
Partners Wealth Management
California
$1.04M
EPW
3460
Endeavor Private Wealth
Kansas
$1.03M
LIA
3461
LifePlan Investment Advisors
North Carolina
$1.03M
MC
3462
McCarthy & Cox
Ohio
$1.03M
AWM
3463
Ariadne Wealth Management
California
$1.03M
I2I
3464
Insight 2811 Inc
Illinois
$1.03M
PWM
3465
Prosperity Wealth Management
California
$1.03M
RWM
3466
RBA Wealth Management
California
$1.03M
WCM
3467
Washburn Capital Management
Florida
$1.02M
SLA
3468
Silver Lake Advisory
Utah
$1.02M
PCM
3469
Prelude Capital Management
New York
$1.02M
ADBIC
3470
A.D. Beadell Investment Counsel
Wisconsin
$1.02M
WFA
3471
WestHill Financial Advisors
California
$1.01M
JTWM
3472
Jackson Thornton Wealth Management
Alabama
$1.01M
SM
3473
Salzhauer Michael
$1.01M
NFC
3474
Northstar Financial Companies
Pennsylvania
$1.01M
CA
3475
Capital Advantage
California
$1.01M