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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
CL
3876
CVFG LLC
Indiana
$598K
PWP
3877
Parkwoods Wealth Partners
New York
$598K
CWA
3878
CogentBlue Wealth Advisors
Tennessee
$598K
RFG
3879
REAP Financial Group
Texas
$598K
NWMP
3880
Noble Wealth Management PBC
Colorado
$597K
TCM
3881
Tradewinds Capital Management
Washington
$597K
GCM
3882
Garland Capital Management
Washington
$596K
HWM
3883
HFR Wealth Management
New York
$596K
SA
3884
Stewardship Advisors
Pennsylvania
$596K
DWAM
3885
Duncan Williams Asset Management
Tennessee
$596K
LWM
3886
Laidlaw Wealth Management
New York
$595K
EF
3887
Exeter Financial
Arizona
$595K
FCMA
3888
Foresight Capital Management Advisors
Michigan
$594K
BC
3889
Broadwater Capital
Massachusetts
$593K
CM
3890
Columbus Macro
Pennsylvania
$592K
PRI
3891
Prepared Retirement Institute
Pennsylvania
$592K
RFP
3892
Roth Financial Partners
Texas
$592K
SH
3893
SLT Holdings
Arizona
$592K
BI
3894
Binnacle Investments
Iowa
$592K
DFA
3895
Davies Financial Advisors
California
$592K
GCS
3896
Gordian Capital (Singapore)
Singapore
$591K
AA
3897
Acorns Advisers
California
$591K
GWA
3898
Gratus Wealth Advisors
Virginia
$591K
CWA
3899
Cura Wealth Advisors
Illinois
$590K
2WWM
3900
21 West Wealth Management
California
$589K