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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
WFS
3501
WealthGarden F.S.
California
$951K
JLBC
3502
J.L. Bainbridge & Co
Florida
$949K
GAA
3503
Global Assets Advisory
Florida
$948K
SSW
3504
Smith Shellnut Wilson
Mississippi
$947K
MMHP
3505
Murphy Middleton Hinkle & Parker
Georgia
$947K
PIC
3506
Portland Investment Counsel
Ontario, Canada
$946K
AS
3507
Altshuler Shaham
Israel
$946K
RSWA
3508
Robinson Smith Wealth Advisors
Maine
$946K
FGWP
3509
Founders Grove Wealth Partners
Virginia
$945K
HWA
3510
Hillcrest Wealth Advisors
New Jersey
$945K
AWA
3511
Aletheian Wealth Advisors
Washington
$944K
MWM
3512
Mindset Wealth Management
Indiana
$943K
FFWM
3513
Future Financial Wealth Management
Ohio
$942K
PIM
3514
Profit Investment Management
Maryland
$941K
BWM
3515
Brown Wealth Management
Illinois
$938K
MWP
3516
Meridian Wealth Partners
Pennsylvania
$936K
WFA
3517
WMG Financial Advisors
Tennessee
$936K
1WM
3518
1858 Wealth Management
Ohio
$936K
SP
3519
Symmetry Partners
Connecticut
$935K
SP
3520
Successful Portfolios
Florida
$935K
TC
3521
TAGStone Capital
North Carolina
$932K
PCML
3522
Payne Capital Management, LLC
New York
$931K
SC
3523
Sierra Capital
Florida
$931K
BDFN
3524
Bond & Devick Financial Network
Minnesota
$930K
MMCM
3525
Murphy & Mullick Capital Management
New York
$929K