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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
SWMG
3951
Sanchez Wealth Management Group
Florida
$551K
AMG
3952
Asset Management Group
Connecticut
$551K
WPA
3953
Wealth Preservation Advisors
Tennessee
$550K
NRWA
3954
North Ridge Wealth Advisors
Oregon
$548K
IWP
3955
Innova Wealth Partners
Pennsylvania
$547K
PWM
3956
Power Wealth Management
Georgia
$546K
EFG
3957
Elm3 Financial Group
Georgia
$546K
GA
3958
Gordian Advisors
Arizona
$545K
HKIMG
3959
Hutchens & Kramer Investment Management Group
Indiana
$545K
HIS
3960
Horizon Investment Services
Indiana
$544K
KL
3961
KWMG LLC
Kansas
$543K
DWA
3962
Delta Wealth Advisors
Indiana
$542K
BGA
3963
Battery Global Advisors
Massachusetts
$542K
APW
3964
Axim Planning & Wealth
Ohio
$542K
RAG
3965
RIA Advisory Group
Iowa
$541K
AWC
3966
Adamsbrown Wealth Consultants
Kansas
$541K
NFW
3967
Noble Family Wealth
Florida
$541K
HWM
3968
Hobbs Wealth Management
Indiana
$539K
SCA
3969
Sage Capital Advisors
South Dakota
$538K
WWM
3970
Wiser Wealth Management
Georgia
$538K
NPI
3971
New Perspectives Inc
Mississippi
$537K
RLIM
3972
Red Lighthouse Investment Management
New York
$535K
JGIA
3973
Jackson Grant Investment Advisers
Connecticut
$535K
EWA
3974
Emergent Wealth Advisors
New York
$535K
WLIM
3975
White Lighthouse Investment Management
Massachusetts
$535K