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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
SC
3801
SummitTX Capital
Texas
$653K
SWMG
3802
Signature Wealth Management Group
Georgia
$651K
CCIA
3803
Cherry Creek Investment Advisors
Colorado
$650K
SFFS
3804
Stonehage Fleming Financial Services
Jersey
$650K
FF
3805
Friday Financial
Iowa
$650K
BMCM
3806
Burns Matteson Capital Management
New York
$650K
CYG
3807
Clean Yield Group
Vermont
$650K
LAM
3808
Lakewood Asset Management
Illinois
$650K
ACM
3809
Ascent Capital Management
Oregon
$649K
WAN
3810
Wealth Advisors Northwest
Oregon
$649K
RA
3811
Riverstone Advisors
Texas
$648K
BWA
3812
Bestgate Wealth Advisors
Maryland
$647K
CWMP
3813
Clarion Wealth Managment Partners
Virginia
$646K
CFO
3814
Capitol Family Office
Oregon
$645K
IDA
3815
Intelligence Driven Advisers
California
$645K
BIG
3816
Builder Investment Group
Georgia
$645K
RWMG
3817
Redwood Wealth Management Group
New Jersey
$644K
TBWA
3818
Three Bridge Wealth Advisors
California
$643K
GT
3819
GreatBanc Trust
Illinois
$642K
LI
3820
LifeWealth Investments
Florida
$640K
CMBA
3821
C.M. Bidwell & Associates
Hawaii
$640K
KC
3822
Kinloch Capital
Virginia
$640K
FWMM
3823
Foundation Wealth Management (Missouri)
Missouri
$639K
HKAM
3824
Horizon Kinetics Asset Management
New York
$639K
KAM
3825
Karani Asset Management
New York
$636K