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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
POIA
3501
Pin Oak Investment Advisors
Texas
$955K
DWM
3502
DecisionMap Wealth Management
Virginia
$955K
AWP
3503
Abacus Wealth Partners
California
$954K
AFA
3504
Allium Financial Advisors
Oregon
$954K
KAM
3505
KEB Asset Management
Illinois
$954K
WFS
3506
WealthGarden F.S.
California
$951K
JLBC
3507
J.L. Bainbridge & Co
Florida
$949K
GAA
3508
Global Assets Advisory
Florida
$948K
SSW
3509
Smith Shellnut Wilson
Mississippi
$947K
MMHP
3510
Murphy Middleton Hinkle & Parker
Georgia
$947K
AS
3511
Altshuler Shaham
Israel
$946K
PIC
3512
Portland Investment Counsel
Ontario, Canada
$946K
RSWA
3513
Robinson Smith Wealth Advisors
Maine
$946K
FGWP
3514
Founders Grove Wealth Partners
Virginia
$945K
HWA
3515
Hillcrest Wealth Advisors
New Jersey
$945K
AWA
3516
Aletheian Wealth Advisors
Washington
$944K
MWM
3517
Mindset Wealth Management
Indiana
$943K
FFWM
3518
Future Financial Wealth Management
Ohio
$942K
PIM
3519
Profit Investment Management
Maryland
$941K
BWM
3520
Brown Wealth Management
Illinois
$938K
MWP
3521
Meridian Wealth Partners
Pennsylvania
$936K
WFA
3522
WMG Financial Advisors
Tennessee
$936K
1WM
3523
1858 Wealth Management
Ohio
$936K
SP
3524
Symmetry Partners
Connecticut
$935K
SP
3525
Successful Portfolios
Florida
$935K