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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
BF
3926
Brogan Financial
Tennessee
$572K
HA
3927
Helium Advisors
Washington
$572K
BOSSRA
3928
B.O.S.S. Retirement Advisors
Utah
$571K
BFAG
3929
Blackston Financial Advisory Group
Florida
$571K
LFP
3930
Leeward Financial Partners
Washington
$571K
WWM
3931
WT Wealth Management
Arizona
$569K
JWM
3932
Jupiter Wealth Management
Colorado
$569K
PFA
3933
Presper Financial Architects
Ohio
$568K
TFA
3934
Toth Financial Advisory
Virginia
$565K
SHJ
3935
Sharkey, Howes & Javer
Colorado
$563K
FWM
3936
FSA Wealth Management
Massachusetts
$562K
MPCL
3937
My Personal CFO LLC
Washington
$561K
FWMP
3938
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$561K
LODC
3939
Lanham O'Dell & Company
West Virginia
$560K
CFO
3940
Custos Family Office
Texas
$560K
WFS
3941
Walker Financial Services
Kentucky
$560K
TWP
3942
Tower Wealth Partners
Pennsylvania
$559K
PWMG
3943
Private Wealth Management Group
New Jersey
$556K
LWA
3944
Ledgewood Wealth Advisors
New Hampshire
$555K
HWMC
3945
Heritage Wealth Management (California)
California
$555K
CCP
3946
Carmel Capital Partners
California
$555K
HIA
3947
HTG Investment Advisors
Connecticut
$555K
PW
3948
Potentia Wealth
California
$555K
R
3949
Rebalance
California
$554K
GWSA
3950
Global Wealth Strategies & Associates
Colorado
$553K