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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
BRA
3651
Bender Robert & Associates
California
$809K
IPA
3652
Investment Planning Advisors
Georgia
$808K
BFG
3653
Birch Financial Group
New Hampshire
$808K
KAM
3654
Knightsbridge Asset Management
California
$806K
CWM
3655
CCG Wealth Management
California
$803K
KWM
3656
KW Wealth Management
California
$803K
CWM
3657
Cahaba Wealth Management
Georgia
$803K
OPPS
3658
Obsidian Personal Planning Solutions
Maryland
$801K
ASG
3659
Ariston Services Group
California
$800K
API
3660
Asset Planning Inc
California
$799K
SDH
3661
Sloy Dahl & Holst
Washington
$798K
AFIA
3662
America First Investment Advisors
Nebraska
$798K
SFG
3663
SNS Financial Group
Minnesota
$797K
CL
3664
COWA LLC
Oklahoma
$797K
GPW
3665
Gentry Private Wealth
Kansas
$797K
NWMG
3666
Nicholson Wealth Management Group
South Carolina
$796K
PG
3667
Prostatis Group
Maryland
$793K
TCMP
3668
Thrive Capital Management (Pennsylvania)
Pennsylvania
$792K
CFS
3669
Coordinated Financial Services
Colorado
$792K
BC
3670
Bridgefront Capital
Texas
$791K
DP
3671
DDD Partners
Washington
$788K
CCG
3672
Catalina Capital Group
California
$786K
AL
3673
Arnhold LLC
New York
$786K
FPCG
3674
Forum Private Client Group
Indiana
$785K
TAM
3675
TCP Asset Management
Ohio
$785K