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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
SAM
3676
Strive Asset Management
Ohio
$770K
BWP
3677
Bernardo Wealth Planning
Pennsylvania
$770K
PSA
3678
Plum Street Advisors
Louisiana
$769K
CNWM
3679
Clay Northam Wealth Management
California
$769K
RWM
3680
Reston Wealth Management
Virginia
$768K
PCM
3681
Prospera Capital Management
Arizona
$767K
APWA
3682
Atlas Private Wealth Advisors
New Jersey
$766K
BGAI
3683
Bruce G. Allen Investments
Colorado
$766K
BW
3684
Basepoint Wealth
Iowa
$765K
RCM
3685
Rockbridge Capital Management
Virginia
$765K
JC
3686
Jacobs & Co
California
$764K
IA
3687
Invested Advisors
Pennsylvania
$764K
RBC
3688
Roble Belko & Company
Pennsylvania
$763K
SAM
3689
Sequent Asset Management
Texas
$763K
WWP
3690
Wise Wealth Partners
Arizona
$762K
CWA
3691
Centennial Wealth Advisory
Michigan
$759K
PCP
3692
Panoramic Capital Partners
Oregon
$757K
TFA
3693
Tobias Financial Advisors
Florida
$756K
KFS
3694
Kurt F. Somerville
$755K
FA
3695
FDx Advisors
Illinois
$753K
RIA
3696
Richwood Investment Advisors
Ohio
$753K
ECM
3697
Eisler Capital Management
United Kingdom
$751K
KC
3698
Knuff & Co
California
$747K
CWA
3699
Core Wealth Advisors
Florida
$746K
CWMGO
3700
Capstone Wealth Management Group (Oregon)
Oregon
$746K