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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
SFC
3751
Sprinkle Financial Consultants
Colorado
$705K
WCM
3752
Wealthcare Capital Management
Virginia
$703K
CGH
3753
CMG Global Holdings
Texas
$702K
KWA
3754
Kellett Wealth Advisors
Ohio
$702K
DHC
3755
Drum Hill Capital
Connecticut
$702K
EMAM
3756
Encompass More Asset Management
California
$701K
STB
3757
S&T Bank
Pennsylvania
$699K
EA
3758
Efficient Advisors
Ohio
$698K
WA
3759
Waterford Advisors
New York
$698K
RAS
3760
RPS Advisory Solutions
Kentucky
$697K
AWP
3761
Axis Wealth Partners
Rhode Island
$697K
AR
3762
Apeiron RIA
Texas
$696K
SCA
3763
Southern Capital Advisors
Tennessee
$696K
TPWA
3764
Twin Peaks Wealth Advisors
California
$695K
PGWM
3765
Pitti Group Wealth Management
New York
$695K
WI
3766
Wedgewood Investors
Pennsylvania
$695K
IFO
3767
Independent Family Office
New York
$694K
CPW
3768
Catalyst Private Wealth
California
$694K
SM
3769
Stonegate Management
Illinois
$694K
BAMG
3770
Brand Asset Management Group
Missouri
$692K
DWM
3771
Darwin Wealth Management
Florida
$691K
RC
3772
Rexford Capital
Texas
$690K
VCWA
3773
Vanguard Capital Wealth Advisors
Colorado
$690K
LIA
3774
Luken Investment Analytics
Tennessee
$689K
BWS
3775
Broadway Wealth Solutions
Texas
$689K