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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
EAM
3951
Everstar Asset Management
North Carolina
$553K
FAN
3952
Financial Advisors Network
California
$552K
JCIA
3953
Jackson Creek Investment Advisors
Colorado
$552K
SWMG
3954
Sanchez Wealth Management Group
Florida
$551K
AMG
3955
Asset Management Group
Connecticut
$551K
WPA
3956
Wealth Preservation Advisors
Tennessee
$550K
NRWA
3957
North Ridge Wealth Advisors
Oregon
$548K
IWP
3958
Innova Wealth Partners
Pennsylvania
$547K
PWM
3959
Power Wealth Management
Georgia
$546K
EFG
3960
Elm3 Financial Group
Georgia
$546K
GA
3961
Gordian Advisors
Arizona
$545K
HKIMG
3962
Hutchens & Kramer Investment Management Group
Indiana
$545K
HIS
3963
Horizon Investment Services
Indiana
$544K
KL
3964
KWMG LLC
Kansas
$543K
DWA
3965
Delta Wealth Advisors
Indiana
$542K
BGA
3966
Battery Global Advisors
Massachusetts
$542K
APW
3967
Axim Planning & Wealth
Ohio
$542K
RAG
3968
RIA Advisory Group
Iowa
$541K
AWC
3969
Adamsbrown Wealth Consultants
Kansas
$541K
NFW
3970
Noble Family Wealth
Florida
$541K
HWM
3971
Hobbs Wealth Management
Indiana
$539K
SCA
3972
Sage Capital Advisors
South Dakota
$538K
WWM
3973
Wiser Wealth Management
Georgia
$538K
NPI
3974
New Perspectives Inc
Mississippi
$537K
RLIM
3975
Red Lighthouse Investment Management
New York
$535K