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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
KNFPWM
3826
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$636K
PWA
3827
Peterson Wealth Advisors
Utah
$635K
WFS
3828
Widmann Financial Services
Maryland
$634K
KFA
3829
Krane Funds Advisors
New York
$634K
LIG
3830
Lokken Investment Group
Delaware
$633K
Betterment LLC
3831
Betterment LLC
New York
$633K
WA
3832
WESPAC Advisors
California
$633K
CFGSD
3833
Compass Financial Group (South Dakota)
South Dakota
$632K
BCM
3834
Brooktree Capital Management
Michigan
$631K
CI
3835
Corient IA
Florida
$631K
GC
3836
Gruss & Co
Florida
$631K
AWAU
3837
Alliance Wealth Advisors (Utah)
Utah
$630K
SO
3838
Sierra Ocean
California
$629K
SWIM
3839
Smallwood Wealth Investment Management
New Jersey
$629K
1C
3840
111 Capital
France
$629K
LCC
3841
Lincoln Capital Corp
Rhode Island
$628K
BIA
3842
Bell Investment Advisors
California
$627K
SFP
3843
Sterling Financial Planning
New Jersey
$626K
IQI
3844
Integrated Quantitative Investments
Washington
$626K
AC
3845
AWM Capital
Arizona
$623K
FSCM
3846
Front Street Capital Management
Montana
$623K
CWM
3847
Consultiva Wealth Management
Puerto Rico
$623K
RHJA
3848
Rice Hall James & Associates
California
$621K
WP
3849
Wealthspan Partners
Iowa
$621K
KA
3850
Kearns & Associates
California
$620K