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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
SWM
3501
SilverOak Wealth Management
Minnesota
$977K
MF
3502
Meridian Financial
Massachusetts
$976K
AF
3503
Atala Financial
California
$974K
PPC
3504
Pennington Partners & Co
Maryland
$973K
AA
3505
Alpha Advisors
Virginia
$972K
WAM
3506
WealthTrust Asset Management
Florida
$972K
RMC
3507
Ring Mountain Capital
California
$968K
NPPM
3508
North Point Portfolio Managers
Ohio
$967K
LWM
3509
LongView Wealth Management
Georgia
$966K
IAG
3510
Investmark Advisory Group
Connecticut
$966K
ACM
3511
Absolute Capital Management
Pennsylvania
$966K
SPW
3512
Sonoma Private Wealth
California
$964K
SAM
3513
Shikiar Asset Management
New York
$962K
TPW
3514
Tiller Private Wealth
Pennsylvania
$960K
PCMC
3515
Paragon Capital Management (Colorado)
Colorado
$960K
OIS
3516
OneAscent Investment Solutions
Alabama
$958K
WWM
3517
Westwood Wealth Management
California
$958K
CWA
3518
Clearview Wealth Advisors
Oregon
$958K
DAM
3519
Diamant Asset Management
Connecticut
$957K
HFS
3520
Hughes Financial Services
Virginia
$957K
WIA
3521
Wealthedge Investment Advisors
New York
$955K
POIA
3522
Pin Oak Investment Advisors
Texas
$955K
DWM
3523
DecisionMap Wealth Management
Virginia
$955K
AWP
3524
Abacus Wealth Partners
California
$954K
AFA
3525
Allium Financial Advisors
Oregon
$954K