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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
3851
Redwood Wealth Management Group
New Jersey
$644K
TBWA
3852
Three Bridge Wealth Advisors
California
$643K
GT
3853
GreatBanc Trust
Illinois
$642K
LI
3854
LifeWealth Investments
Florida
$640K
CMBA
3855
C.M. Bidwell & Associates
Hawaii
$640K
KC
3856
Kinloch Capital
Virginia
$640K
FWMM
3857
Foundation Wealth Management (Missouri)
Missouri
$639K
HKAM
3858
Horizon Kinetics Asset Management
New York
$639K
KAM
3859
Karani Asset Management
New York
$636K
KNFPWM
3860
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$636K
PWA
3861
Peterson Wealth Advisors
Utah
$635K
WFS
3862
Widmann Financial Services
Maryland
$634K
KFA
3863
Krane Funds Advisors
New York
$634K
LIG
3864
Lokken Investment Group
Delaware
$633K
Betterment LLC
3865
Betterment LLC
New York
$633K
WA
3866
WESPAC Advisors
California
$633K
CFGSD
3867
Compass Financial Group (South Dakota)
South Dakota
$632K
CI
3868
Corient IA
Florida
$631K
BCM
3869
Brooktree Capital Management
Michigan
$631K
GC
3870
Gruss & Co
Florida
$631K
AWAU
3871
Alliance Wealth Advisors (Utah)
Utah
$630K
SO
3872
Sierra Ocean
California
$629K
SWIM
3873
Smallwood Wealth Investment Management
New Jersey
$629K
1C
3874
111 Capital
France
$629K
LCC
3875
Lincoln Capital Corp
Rhode Island
$628K