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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: 943910 (-33)

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
910
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
KWA
3751
Kellett Wealth Advisors
Ohio
$702K
DHC
3752
Drum Hill Capital
Connecticut
$702K
EMAM
3753
Encompass More Asset Management
California
$701K
STB
3754
S&T Bank
Pennsylvania
$699K
EA
3755
Efficient Advisors
Ohio
$698K
WA
3756
Waterford Advisors
New York
$698K
RAS
3757
RPS Advisory Solutions
Kentucky
$697K
AWP
3758
Axis Wealth Partners
Rhode Island
$697K
AR
3759
Apeiron RIA
Texas
$696K
SCA
3760
Southern Capital Advisors
Tennessee
$696K
TPWA
3761
Twin Peaks Wealth Advisors
California
$695K
PGWM
3762
Pitti Group Wealth Management
New York
$695K
WI
3763
Wedgewood Investors
Pennsylvania
$695K
IFO
3764
Independent Family Office
New York
$694K
CPW
3765
Catalyst Private Wealth
California
$694K
SM
3766
Stonegate Management
Illinois
$694K
BAMG
3767
Brand Asset Management Group
Missouri
$692K
DWM
3768
Darwin Wealth Management
Florida
$691K
RC
3769
Rexford Capital
Texas
$690K
VCWA
3770
Vanguard Capital Wealth Advisors
Colorado
$690K
LIA
3771
Luken Investment Analytics
Tennessee
$689K
BWS
3772
Broadway Wealth Solutions
Texas
$689K
HIF
3773
Hill Island Financial
Michigan
$689K
BBWP
3774
Beacon Bridge Wealth Partners
Pennsylvania
$689K
MFS
3775
McNamara Financial Services
Massachusetts
$688K