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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
JGIA
3976
Jackson Grant Investment Advisers
Connecticut
$535K
EWA
3977
Emergent Wealth Advisors
New York
$535K
WLIM
3978
White Lighthouse Investment Management
Massachusetts
$535K
AFO
3979
Allie Family Office
Florida
$533K
FFS
3980
Fortress Financial Solutions
Arizona
$533K
EMC
3981
Everest Management Corp
California
$532K
FSBI
3982
Fearless Solutions (Best Invest)
Texas
$530K
GAMC
3983
Garner Asset Management Corp
Texas
$530K
CWMGP
3984
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K
HFRG
3985
Houlihan Financial Resource Group
Virginia
$528K
AWP
3986
Avid Wealth Partners
Texas
$528K
IPW
3987
IronBridge Private Wealth
Texas
$528K
JRFS
3988
James Reed Financial Services
Ohio
$527K
PFG
3989
Putney Financial Group
California
$526K
NRW
3990
Nova R Wealth
Kansas
$524K
ICMM
3991
Integrated Capital Management (Michigan)
Michigan
$524K
GCA
3992
Genesee Capital Advisors
New York
$524K
GCP
3993
Gill Capital Partners
Colorado
$522K
GFL
3994
Granite FO LLC
New Hampshire
$521K
SIS
3995
Strategic Investment Solutions
Illinois
$521K
BWP
3996
BlueStem Wealth Partners
Minnesota
$521K
HWP
3997
Hibernia Wealth Partners
Louisiana
$521K
TLA
3998
Tanglewood Legacy Advisors
Texas
$519K
KIM
3999
Kane Investment Management
California
$519K
MWA
4000
Muirfield Wealth Advisors
North Carolina
$518K