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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
EAM
3976
Everstar Asset Management
North Carolina
$553K
FAN
3977
Financial Advisors Network
California
$552K
JCIA
3978
Jackson Creek Investment Advisors
Colorado
$552K
SWMG
3979
Sanchez Wealth Management Group
Florida
$551K
AMG
3980
Asset Management Group
Connecticut
$551K
WPA
3981
Wealth Preservation Advisors
Tennessee
$550K
NRWA
3982
North Ridge Wealth Advisors
Oregon
$548K
IWP
3983
Innova Wealth Partners
Pennsylvania
$547K
PWM
3984
Power Wealth Management
Georgia
$546K
EFG
3985
Elm3 Financial Group
Georgia
$546K
GA
3986
Gordian Advisors
Arizona
$545K
HKIMG
3987
Hutchens & Kramer Investment Management Group
Indiana
$545K
HIS
3988
Horizon Investment Services
Indiana
$544K
KL
3989
KWMG LLC
Kansas
$543K
DWA
3990
Delta Wealth Advisors
Indiana
$542K
BGA
3991
Battery Global Advisors
Massachusetts
$542K
APW
3992
Axim Planning & Wealth
Ohio
$542K
RAG
3993
RIA Advisory Group
Iowa
$541K
AWC
3994
Adamsbrown Wealth Consultants
Kansas
$541K
NFW
3995
Noble Family Wealth
Florida
$541K
HWM
3996
Hobbs Wealth Management
Indiana
$539K
SCA
3997
Sage Capital Advisors
South Dakota
$538K
WWM
3998
Wiser Wealth Management
Georgia
$538K
NPI
3999
New Perspectives Inc
Mississippi
$537K
RLIM
4000
Red Lighthouse Investment Management
New York
$535K