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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
GWA
3926
Gratus Wealth Advisors
Virginia
$591K
CWA
3927
Cura Wealth Advisors
Illinois
$590K
2WWM
3928
21 West Wealth Management
California
$589K
PCM
3929
Pennsylvania Capital Management
Pennsylvania
$589K
AM
3930
Atwater Malick
Pennsylvania
$587K
OPWM
3931
Oxinas Partners Wealth Management
Indiana
$587K
DFA
3932
DHJJ Financial Advisors
Illinois
$587K
CFP
3933
Comprehensive Financial Planning
Pennsylvania
$586K
WBCM
3934
Wilson & Boucher Capital Management
California
$584K
RAM
3935
Riggs Asset Management
Pennsylvania
$584K
JHC
3936
J. Hagan Capital
Kentucky
$584K
WHCI
3937
W.H. Cornerstone Investments
Massachusetts
$584K
SOAG
3938
Silver Oak Advisory Group
Oregon
$583K
CCP
3939
Cushing Capital Partners
Wisconsin
$582K
GFA
3940
Gladwyn Financial Advisors
Virginia
$582K
EA
3941
Echo45 Advisors
California
$581K
BAWM
3942
Bennett Associates Wealth Management
Pennsylvania
$581K
DWM
3943
Denver Wealth Management
Colorado
$580K
ACM
3944
Aquatic Capital Management
Illinois
$578K
SC
3945
Schiavi & Co
Delaware
$577K
SFS
3946
Sharp Financial Services
Pennsylvania
$576K
ARMT
3947
Amica Retiree Medical Trust
Rhode Island
$575K
FIC
3948
Family Investment Center
Missouri
$574K
AFA
3949
American Financial Advisors
Georgia
$573K
MFA
3950
Morling Financial Advisors
California
$572K