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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
IWN
4001
Independent Wealth Network
Iowa
$517K
AIFAIM
4002
American Institute for Advanced Investment Management
Arizona
$517K
KCIC
4003
Kuhn & Co Investment Counsel
Illinois
$516K
QP
4004
Quartz Partners
New York
$516K
ELM
4005
Elite Life Management
Florida
$516K
EE
4006
EWG Elevate
California
$514K
SHWM
4007
Smith & Howard Wealth Management
Georgia
$513K
SWIA
4008
Solano Wealth Investment Advisors
California
$513K
CFGA
4009
Cambridge Financial Group (Arizona)
Arizona
$512K
KCAM
4010
Kagan Cocozza Asset Management
New Jersey
$512K
EMCIP
4011
Ewing Morris & Co Investment Partners
Ontario, Canada
$511K
ORI
4012
Oak Ridge Investments
Illinois
$510K
HPC
4013
Hobart Private Capital
North Carolina
$510K
PBF
4014
Petix & Botte Financial
California
$510K
GWM
4015
GK Wealth Management
Nevada
$508K
DP
4016
Denver PWM
Colorado
$507K
CC
4017
Colrain Capital
Massachusetts
$505K
IDBONY
4018
Israel Discount Bank of New York
New York
$504K
CA
4019
CWC Advisors
Oregon
$504K
FDS
4020
Freedom Day Solutions
Texas
$503K
EI
4021
EDMP Inc
Florida
$501K
SA
4022
Shilanski & Associates
Alaska
$501K
ACM
4023
Avalon Capital Management
California
$501K
TWM
4024
Trevian Wealth Management
Massachusetts
$500K
YWM
4025
Yoder Wealth Management
California
$500K