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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
DWAM
3876
Duncan Williams Asset Management
Tennessee
$596K
LWM
3877
Laidlaw Wealth Management
New York
$595K
EF
3878
Exeter Financial
Arizona
$595K
FCMA
3879
Foresight Capital Management Advisors
Michigan
$594K
BC
3880
Broadwater Capital
Massachusetts
$593K
CM
3881
Columbus Macro
Pennsylvania
$592K
PRI
3882
Prepared Retirement Institute
Pennsylvania
$592K
RFP
3883
Roth Financial Partners
Texas
$592K
SH
3884
SLT Holdings
Arizona
$592K
BI
3885
Binnacle Investments
Iowa
$592K
DFA
3886
Davies Financial Advisors
California
$592K
GCS
3887
Gordian Capital (Singapore)
Singapore
$591K
AA
3888
Acorns Advisers
California
$591K
GWA
3889
Gratus Wealth Advisors
Virginia
$591K
CWA
3890
Cura Wealth Advisors
Illinois
$590K
2WWM
3891
21 West Wealth Management
California
$589K
PCM
3892
Pennsylvania Capital Management
Pennsylvania
$589K
AM
3893
Atwater Malick
Pennsylvania
$587K
OPWM
3894
Oxinas Partners Wealth Management
Indiana
$587K
DFA
3895
DHJJ Financial Advisors
Illinois
$587K
CFP
3896
Comprehensive Financial Planning
Pennsylvania
$586K
WBCM
3897
Wilson & Boucher Capital Management
California
$584K
RAM
3898
Riggs Asset Management
Pennsylvania
$584K
JHC
3899
J. Hagan Capital
Kentucky
$584K
WHCI
3900
W.H. Cornerstone Investments
Massachusetts
$584K