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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
HIS
3951
Horizon Investment Services
Indiana
$544K
KL
3952
KWMG LLC
Kansas
$543K
DWA
3953
Delta Wealth Advisors
Indiana
$542K
BGA
3954
Battery Global Advisors
Massachusetts
$542K
APW
3955
Axim Planning & Wealth
Ohio
$542K
RAG
3956
RIA Advisory Group
Iowa
$541K
AWC
3957
Adamsbrown Wealth Consultants
Kansas
$541K
NFW
3958
Noble Family Wealth
Florida
$541K
HWM
3959
Hobbs Wealth Management
Indiana
$539K
SCA
3960
Sage Capital Advisors
South Dakota
$538K
WWM
3961
Wiser Wealth Management
Georgia
$538K
NPI
3962
New Perspectives Inc
Mississippi
$537K
RLIM
3963
Red Lighthouse Investment Management
New York
$535K
JGIA
3964
Jackson Grant Investment Advisers
Connecticut
$535K
EWA
3965
Emergent Wealth Advisors
New York
$535K
WLIM
3966
White Lighthouse Investment Management
Massachusetts
$535K
AFO
3967
Allie Family Office
Florida
$533K
FFS
3968
Fortress Financial Solutions
Arizona
$533K
EMC
3969
Everest Management Corp
California
$532K
FSBI
3970
Fearless Solutions (Best Invest)
Texas
$530K
GAMC
3971
Garner Asset Management Corp
Texas
$530K
CWMGP
3972
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K
HFRG
3973
Houlihan Financial Resource Group
Virginia
$528K
AWP
3974
Avid Wealth Partners
Texas
$528K
IPW
3975
IronBridge Private Wealth
Texas
$528K