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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
AFO
3976
Allie Family Office
Florida
$533K
FFS
3977
Fortress Financial Solutions
Arizona
$533K
EMC
3978
Everest Management Corp
California
$532K
FSBI
3979
Fearless Solutions (Best Invest)
Texas
$530K
GAMC
3980
Garner Asset Management Corp
Texas
$530K
CWMGP
3981
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K
HFRG
3982
Houlihan Financial Resource Group
Virginia
$528K
AWP
3983
Avid Wealth Partners
Texas
$528K
IPW
3984
IronBridge Private Wealth
Texas
$528K
JRFS
3985
James Reed Financial Services
Ohio
$527K
PFG
3986
Putney Financial Group
California
$526K
NRW
3987
Nova R Wealth
Kansas
$524K
ICMM
3988
Integrated Capital Management (Michigan)
Michigan
$524K
GCA
3989
Genesee Capital Advisors
New York
$524K
GCP
3990
Gill Capital Partners
Colorado
$522K
GFL
3991
Granite FO LLC
New Hampshire
$521K
SIS
3992
Strategic Investment Solutions
Illinois
$521K
BWP
3993
BlueStem Wealth Partners
Minnesota
$521K
HWP
3994
Hibernia Wealth Partners
Louisiana
$521K
TLA
3995
Tanglewood Legacy Advisors
Texas
$519K
KIM
3996
Kane Investment Management
California
$519K
MWA
3997
Muirfield Wealth Advisors
North Carolina
$518K
IWN
3998
Independent Wealth Network
Iowa
$517K
AIFAIM
3999
American Institute for Advanced Investment Management
Arizona
$517K
KCIC
4000
Kuhn & Co Investment Counsel
Illinois
$516K