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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
IDA
3826
Intelligence Driven Advisers
California
$645K
BIG
3827
Builder Investment Group
Georgia
$645K
RWMG
3828
Redwood Wealth Management Group
New Jersey
$644K
TBWA
3829
Three Bridge Wealth Advisors
California
$643K
GT
3830
GreatBanc Trust
Illinois
$642K
LI
3831
LifeWealth Investments
Florida
$640K
CMBA
3832
C.M. Bidwell & Associates
Hawaii
$640K
KC
3833
Kinloch Capital
Virginia
$640K
FWMM
3834
Foundation Wealth Management (Missouri)
Missouri
$639K
HKAM
3835
Horizon Kinetics Asset Management
New York
$639K
KAM
3836
Karani Asset Management
New York
$636K
KNFPWM
3837
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$636K
PWA
3838
Peterson Wealth Advisors
Utah
$635K
WFS
3839
Widmann Financial Services
Maryland
$634K
KFA
3840
Krane Funds Advisors
New York
$634K
LIG
3841
Lokken Investment Group
Delaware
$633K
Betterment LLC
3842
Betterment LLC
New York
$633K
WA
3843
WESPAC Advisors
California
$633K
CFGSD
3844
Compass Financial Group (South Dakota)
South Dakota
$632K
BCM
3845
Brooktree Capital Management
Michigan
$631K
CI
3846
Corient IA
Florida
$631K
GC
3847
Gruss & Co
Florida
$631K
AWAU
3848
Alliance Wealth Advisors (Utah)
Utah
$630K
SO
3849
Sierra Ocean
California
$629K
SWIM
3850
Smallwood Wealth Investment Management
New Jersey
$629K