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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
TBWA
3826
Three Bridge Wealth Advisors
California
$643K
GT
3827
GreatBanc Trust
Illinois
$642K
LI
3828
LifeWealth Investments
Florida
$640K
CMBA
3829
C.M. Bidwell & Associates
Hawaii
$640K
KC
3830
Kinloch Capital
Virginia
$640K
FWMM
3831
Foundation Wealth Management (Missouri)
Missouri
$639K
HKAM
3832
Horizon Kinetics Asset Management
New York
$639K
KAM
3833
Karani Asset Management
New York
$636K
KNFPWM
3834
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$636K
PWA
3835
Peterson Wealth Advisors
Utah
$635K
WFS
3836
Widmann Financial Services
Maryland
$634K
KFA
3837
Krane Funds Advisors
New York
$634K
LIG
3838
Lokken Investment Group
Delaware
$633K
Betterment LLC
3839
Betterment LLC
New York
$633K
WA
3840
WESPAC Advisors
California
$633K
CFGSD
3841
Compass Financial Group (South Dakota)
South Dakota
$632K
BCM
3842
Brooktree Capital Management
Michigan
$631K
CI
3843
Corient IA
Florida
$631K
GC
3844
Gruss & Co
Florida
$631K
AWAU
3845
Alliance Wealth Advisors (Utah)
Utah
$630K
SO
3846
Sierra Ocean
California
$629K
SWIM
3847
Smallwood Wealth Investment Management
New Jersey
$629K
1C
3848
111 Capital
France
$629K
LCC
3849
Lincoln Capital Corp
Rhode Island
$628K
BIA
3850
Bell Investment Advisors
California
$627K