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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
JGIA
4001
Jackson Grant Investment Advisers
Connecticut
$535K
EWA
4002
Emergent Wealth Advisors
New York
$535K
WLIM
4003
White Lighthouse Investment Management
Massachusetts
$535K
AFO
4004
Allie Family Office
Florida
$533K
FFS
4005
Fortress Financial Solutions
Arizona
$533K
EMC
4006
Everest Management Corp
California
$532K
VCM
4007
Virtue Capital Management
Tennessee
$530K
FSBI
4008
Fearless Solutions (Best Invest)
Texas
$530K
GAMC
4009
Garner Asset Management Corp
Texas
$530K
CWMGP
4010
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K
HFRG
4011
Houlihan Financial Resource Group
Virginia
$528K
AWP
4012
Avid Wealth Partners
Texas
$528K
IPW
4013
IronBridge Private Wealth
Texas
$528K
JRFS
4014
James Reed Financial Services
Ohio
$527K
PFG
4015
Putney Financial Group
California
$526K
LD
4016
Lipe & Dalton
New York
$525K
NRW
4017
Nova R Wealth
Kansas
$524K
ICMM
4018
Integrated Capital Management (Michigan)
Michigan
$524K
GCA
4019
Genesee Capital Advisors
New York
$524K
GCP
4020
Gill Capital Partners
Colorado
$522K
GFL
4021
Granite FO LLC
New Hampshire
$521K
SIS
4022
Strategic Investment Solutions
Illinois
$521K
BWP
4023
BlueStem Wealth Partners
Minnesota
$521K
HWP
4024
Hibernia Wealth Partners
Louisiana
$521K
TLA
4025
Tanglewood Legacy Advisors
Texas
$519K