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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
FWMP
3926
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$561K
LODC
3927
Lanham O'Dell & Company
West Virginia
$560K
CFO
3928
Custos Family Office
Texas
$560K
WFS
3929
Walker Financial Services
Kentucky
$560K
TWP
3930
Tower Wealth Partners
Pennsylvania
$559K
PWMG
3931
Private Wealth Management Group
New Jersey
$556K
LWA
3932
Ledgewood Wealth Advisors
New Hampshire
$555K
HWMC
3933
Heritage Wealth Management (California)
California
$555K
CCP
3934
Carmel Capital Partners
California
$555K
HIA
3935
HTG Investment Advisors
Connecticut
$555K
PW
3936
Potentia Wealth
California
$555K
R
3937
Rebalance
California
$554K
GWSA
3938
Global Wealth Strategies & Associates
Colorado
$553K
EAM
3939
Everstar Asset Management
North Carolina
$553K
FAN
3940
Financial Advisors Network
California
$552K
JCIA
3941
Jackson Creek Investment Advisors
Colorado
$552K
SWMG
3942
Sanchez Wealth Management Group
Florida
$551K
AMG
3943
Asset Management Group
Connecticut
$551K
WPA
3944
Wealth Preservation Advisors
Tennessee
$550K
NRWA
3945
North Ridge Wealth Advisors
Oregon
$548K
IWP
3946
Innova Wealth Partners
Pennsylvania
$547K
PWM
3947
Power Wealth Management
Georgia
$546K
EFG
3948
Elm3 Financial Group
Georgia
$546K
GA
3949
Gordian Advisors
Arizona
$545K
HKIMG
3950
Hutchens & Kramer Investment Management Group
Indiana
$545K