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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
HFW
3851
Horizon Family Wealth
Illinois
$620K
EWA
3852
Encompass Wealth Advisors
Oregon
$620K
JFGLC
3853
Johnson Financial Group LLC (Colorado)
Colorado
$617K
SBWIC
3854
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K
IFA
3855
Index Fund Advisors
California
$616K
MWA
3856
MN Wealth Advisors
Kansas
$616K
IWA
3857
Inspirion Wealth Advisors
Illinois
$614K
SWM
3858
Selective Wealth Management
Virginia
$614K
PWA
3859
Provenance Wealth Advisors
Florida
$613K
TWA
3860
Tandem Wealth Advisors
Arizona
$612K
DO
3861
denkapparat Operations
Germany
$611K
LFGO
3862
Legacy Financial Group (Oklahoma)
Oklahoma
$610K
RK
3863
Rather & Kittrell
Tennessee
$608K
BCM
3864
Banyan Capital Management
Georgia
$606K
CP
3865
Castleview Partners
Texas
$605K
BAM
3866
Bosun Asset Management
Illinois
$599K
JAA
3867
Joel Adams & Associates
North Carolina
$599K
CL
3868
CVFG LLC
Indiana
$598K
PWP
3869
Parkwoods Wealth Partners
New York
$598K
CWA
3870
CogentBlue Wealth Advisors
Tennessee
$598K
RFG
3871
REAP Financial Group
Texas
$598K
TCM
3872
Tradewinds Capital Management
Washington
$597K
GCM
3873
Garland Capital Management
Washington
$596K
HWM
3874
HFR Wealth Management
New York
$596K
SA
3875
Stewardship Advisors
Pennsylvania
$596K