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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
BF
3951
Brogan Financial
Tennessee
$572K
HA
3952
Helium Advisors
Washington
$572K
BOSSRA
3953
B.O.S.S. Retirement Advisors
Utah
$571K
BFAG
3954
Blackston Financial Advisory Group
Florida
$571K
LFP
3955
Leeward Financial Partners
Washington
$571K
WWM
3956
WT Wealth Management
Arizona
$569K
JWM
3957
Jupiter Wealth Management
Colorado
$569K
PFA
3958
Presper Financial Architects
Ohio
$568K
TFA
3959
Toth Financial Advisory
Virginia
$565K
SHJ
3960
Sharkey, Howes & Javer
Colorado
$563K
FWM
3961
FSA Wealth Management
Massachusetts
$562K
MPCL
3962
My Personal CFO LLC
Washington
$561K
FWMP
3963
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$561K
LODC
3964
Lanham O'Dell & Company
West Virginia
$560K
CFO
3965
Custos Family Office
Texas
$560K
WFS
3966
Walker Financial Services
Kentucky
$560K
TWP
3967
Tower Wealth Partners
Pennsylvania
$559K
PWMG
3968
Private Wealth Management Group
New Jersey
$556K
LWA
3969
Ledgewood Wealth Advisors
New Hampshire
$555K
HWMC
3970
Heritage Wealth Management (California)
California
$555K
CCP
3971
Carmel Capital Partners
California
$555K
HIA
3972
HTG Investment Advisors
Connecticut
$555K
PW
3973
Potentia Wealth
California
$555K
R
3974
Rebalance
California
$554K
GWSA
3975
Global Wealth Strategies & Associates
Colorado
$553K