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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
KAM
3526
KEB Asset Management
Illinois
$954K
WFS
3527
WealthGarden F.S.
California
$951K
JLBC
3528
J.L. Bainbridge & Co
Florida
$949K
GAA
3529
Global Assets Advisory
Florida
$948K
SSW
3530
Smith Shellnut Wilson
Mississippi
$947K
MMHP
3531
Murphy Middleton Hinkle & Parker
Georgia
$947K
AS
3532
Altshuler Shaham
Israel
$946K
PIC
3533
Portland Investment Counsel
Ontario, Canada
$946K
RSWA
3534
Robinson Smith Wealth Advisors
Maine
$946K
FGWP
3535
Founders Grove Wealth Partners
Virginia
$945K
HWA
3536
Hillcrest Wealth Advisors
New Jersey
$945K
AWA
3537
Aletheian Wealth Advisors
Washington
$944K
MWM
3538
Mindset Wealth Management
Indiana
$943K
FFWM
3539
Future Financial Wealth Management
Ohio
$942K
PIM
3540
Profit Investment Management
Maryland
$941K
BWM
3541
Brown Wealth Management
Illinois
$938K
MWP
3542
Meridian Wealth Partners
Pennsylvania
$936K
WFA
3543
WMG Financial Advisors
Tennessee
$936K
1WM
3544
1858 Wealth Management
Ohio
$936K
SP
3545
Symmetry Partners
Connecticut
$935K
SP
3546
Successful Portfolios
Florida
$935K
TC
3547
TAGStone Capital
North Carolina
$932K
PCM
3548
Payne Capital Management
New York
$931K
SC
3549
Sierra Capital
Florida
$931K
BDFN
3550
Bond & Devick Financial Network
Minnesota
$930K