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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
HPC
4001
Hobart Private Capital
North Carolina
$510K
PBF
4002
Petix & Botte Financial
California
$510K
GWM
4003
GK Wealth Management
Nevada
$508K
DP
4004
Denver PWM
Colorado
$507K
CC
4005
Colrain Capital
Massachusetts
$505K
IDBONY
4006
Israel Discount Bank of New York
New York
$504K
CA
4007
CWC Advisors
Oregon
$504K
FDS
4008
Freedom Day Solutions
Texas
$503K
EI
4009
EDMP Inc
Florida
$501K
SA
4010
Shilanski & Associates
Alaska
$501K
ACM
4011
Avalon Capital Management
California
$501K
TWM
4012
Trevian Wealth Management
Massachusetts
$500K
YWM
4013
Yoder Wealth Management
California
$500K
LFASL
4014
Lugano Financial Advisors SA (LFA)
Switzerland
$500K
WCP
4015
Wick Capital Partners
Pennsylvania
$499K
KFP
4016
Keener Financial Planning
Texas
$499K
TFP
4017
Triune Financial Partners
Kansas
$498K
MSF
4018
Mustard Seed Financial
Arkansas
$497K
SWA
4019
Strata Wealth Advisors
Texas
$497K
SGI
4020
Swan Global Investments
Colorado
$496K
CCM
4021
Chickasaw Capital Management
Tennessee
$496K
NWP
4022
NerdWallet Wealth Partners
New York
$494K
BFS
4023
Baskin Financial Services
Ontario, Canada
$493K
CFS
4024
Cannon Financial Strategists
Georgia
$492K
HGA
4025
Hobbs Group Advisors
South Carolina
$492K