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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
ANBOT
3526
American National Bank of Texas
Texas
$927K
Axa
3527
Axa
France
$925K
CFC
3528
Coyle Financial Counsel
Illinois
$924K
RFA
3529
Reyes Financial Architecture
California
$922K
FFL
3530
Financial Freedom LLC
Ohio
$922K
EIM
3531
Essex Investment Management
Massachusetts
$922K
CA
3532
CapWealth Advisors
Tennessee
$921K
AFWM
3533
AMJ Financial Wealth Management
Virginia
$921K
CTWM
3534
Cherry Tree Wealth Management
Minnesota
$920K
RA
3535
Ruggaard & Associates
Ohio
$920K
WAG
3536
Wallace Advisory Group
California
$919K
CL
3537
CLG LLC
California
$916K
AIA
3538
AIMZ Investment Advisors
California
$913K
SG
3539
Strid Group
Pennsylvania
$911K
SFC
3540
Strategic Financial Concepts
Texas
$911K
CIA
3541
Cascade Investment Advisors
Oregon
$910K
AWM
3542
Allen Wealth Management
North Carolina
$907K
PA
3543
Planning Alternatives
Michigan
$905K
MWM
3544
Maripau Wealth Management
Indiana
$904K
PHWM
3545
Pine Harbor Wealth Management
Maryland
$903K
SWM
3546
Steinberganna Wealth Management
New York
$903K
TA
3547
TCM Advisors
West Virginia
$902K
SAM
3548
Synergy Asset Management
Washington
$898K
BFS
3549
Burkett Financial Services
South Carolina
$898K
LFA
3550
Level Financial Advisors
New York
$897K