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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
3776
CMG Global Holdings
Texas
$702K
KWA
3777
Kellett Wealth Advisors
Ohio
$702K
DHC
3778
Drum Hill Capital
Connecticut
$702K
EMAM
3779
Encompass More Asset Management
California
$701K
STB
3780
S&T Bank
Pennsylvania
$699K
EA
3781
Efficient Advisors
Ohio
$698K
WA
3782
Waterford Advisors
New York
$698K
RAS
3783
RPS Advisory Solutions
Kentucky
$697K
AWP
3784
Axis Wealth Partners
Rhode Island
$697K
AR
3785
Apeiron RIA
Texas
$696K
SCA
3786
Southern Capital Advisors
Tennessee
$696K
TPWA
3787
Twin Peaks Wealth Advisors
California
$695K
PGWM
3788
Pitti Group Wealth Management
New York
$695K
WI
3789
Wedgewood Investors
Pennsylvania
$695K
IFO
3790
Independent Family Office
New York
$694K
CPW
3791
Catalyst Private Wealth
California
$694K
SM
3792
Stonegate Management
Illinois
$694K
BAMG
3793
Brand Asset Management Group
Missouri
$692K
DWM
3794
Darwin Wealth Management
Florida
$691K
RC
3795
Rexford Capital
Texas
$690K
VCWA
3796
Vanguard Capital Wealth Advisors
Colorado
$690K
LIA
3797
Luken Investment Analytics
Tennessee
$689K
BWS
3798
Broadway Wealth Solutions
Texas
$689K
HIF
3799
Hill Island Financial
Michigan
$689K
BBWP
3800
Beacon Bridge Wealth Partners
Pennsylvania
$689K