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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
SFP
3851
Sterling Financial Planning
New Jersey
$626K
IQI
3852
Integrated Quantitative Investments
Washington
$626K
AC
3853
AWM Capital
Arizona
$623K
FSCM
3854
Front Street Capital Management
Montana
$623K
CWM
3855
Consultiva Wealth Management
Puerto Rico
$623K
RHJA
3856
Rice Hall James & Associates
California
$621K
WP
3857
Wealthspan Partners
Iowa
$621K
KA
3858
Kearns & Associates
California
$620K
HFW
3859
Horizon Family Wealth
Illinois
$620K
EWA
3860
Encompass Wealth Advisors
Oregon
$620K
JFGLC
3861
Johnson Financial Group LLC (Colorado)
Colorado
$617K
SBWIC
3862
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K
IFA
3863
Index Fund Advisors
California
$616K
MWA
3864
MN Wealth Advisors
Kansas
$616K
IWA
3865
Inspirion Wealth Advisors
Illinois
$614K
SWM
3866
Selective Wealth Management
Virginia
$614K
PWA
3867
Provenance Wealth Advisors
Florida
$613K
TWA
3868
Tandem Wealth Advisors
Arizona
$612K
DO
3869
denkapparat Operations
Germany
$611K
LFGO
3870
Legacy Financial Group (Oklahoma)
Oklahoma
$610K
RK
3871
Rather & Kittrell
Tennessee
$608K
BCM
3872
Banyan Capital Management
Georgia
$606K
CP
3873
Castleview Partners
Texas
$605K
BAM
3874
Bosun Asset Management
Illinois
$599K
JAA
3875
Joel Adams & Associates
North Carolina
$599K