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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
AR
3751
Apeiron RIA
Texas
$696K
SCA
3752
Southern Capital Advisors
Tennessee
$696K
TPWA
3753
Twin Peaks Wealth Advisors
California
$695K
PGWM
3754
Pitti Group Wealth Management
New York
$695K
WI
3755
Wedgewood Investors
Pennsylvania
$695K
IFO
3756
Independent Family Office
New York
$694K
CPW
3757
Catalyst Private Wealth
California
$694K
SM
3758
Stonegate Management
Illinois
$694K
BAMG
3759
Brand Asset Management Group
Missouri
$692K
DWM
3760
Darwin Wealth Management
Florida
$691K
RC
3761
Rexford Capital
Texas
$690K
VCWA
3762
Vanguard Capital Wealth Advisors
Colorado
$690K
LIA
3763
Luken Investment Analytics
Tennessee
$689K
BWS
3764
Broadway Wealth Solutions
Texas
$689K
HIF
3765
Hill Island Financial
Michigan
$689K
BBWP
3766
Beacon Bridge Wealth Partners
Pennsylvania
$689K
MFS
3767
McNamara Financial Services
Massachusetts
$688K
RP
3768
Riverwater Partners
Wisconsin
$687K
BWM
3769
BCS Wealth Management
Tennessee
$686K
IVP
3770
Intrinsic Value Partners
Arizona
$686K
CCA
3771
Catalyst Capital Advisors
New York
$685K
SRWM
3772
Shira Ridge Wealth Management
California
$685K
Renaissance Technologies
3773
Renaissance Technologies
New York
$684K
AFS
3774
Anderson Financial Strategies
Ohio
$682K
NC
3775
NovaPoint Capital
Georgia
$682K