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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
WFPG
3601
Waller Financial Planning Group
Ohio
$846K
OFO
3602
OneAscent Family Office
Alabama
$846K
IWP
3603
Insight Wealth Partners
Texas
$845K
DA
3604
Detalus Advisors
Missouri
$844K
DFG
3605
Dupree Financial Group
Kentucky
$844K
IIA
3606
ICW Investment Advisors
Arizona
$844K
RIP
3607
RAM Investment Partners
Washington
$844K
RIS
3608
Richmond Investment Services
Wisconsin
$843K
KBG
3609
Kahn Brothers Group
New York
$842K
AIA
3610
Accelerate Investment Advisors
California
$841K
HA
3611
HC Advisors
Georgia
$841K
VWA
3612
VSM Wealth Advisory
Maryland
$840K
FFG
3613
Fortress Financial Group
Minnesota
$839K
CWM
3614
Cherrydale Wealth Management
New Jersey
$837K
NICM
3615
Neo Ivy Capital Management
New York
$835K
GB
3616
Goepper Burkhardt
South Carolina
$835K
CW
3617
Code Waechter
Florida
$834K
LBC
3618
Leigh Baldwin & Co
New York
$834K
MWM
3619
Melfa Wealth Management
Massachusetts
$833K
BAS
3620
Breakthru Advisory Services
Wisconsin
$832K
NIWA
3621
New Insight Wealth Advisors
California
$832K
WCM
3622
Wedge Capital Management
North Carolina
$831K
SFC
3623
Swisher Financial Concepts
Ohio
$831K
GWM
3624
Gitterman Wealth Management
New Jersey
$829K
BBA
3625
Braun-Bostich & Associates
Pennsylvania
$829K