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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
SAM
4026
Seelaus Asset Management
New Jersey
$490K
AI
4027
AdvisorShares Investments
Maryland
$489K
BLAM
4028
Bourne Lent Asset Management
New York
$489K
TA
4029
Townsend & Associates
Colorado
$489K
PVAMC
4030
PPS&V Asset Management Consultants
Michigan
$489K
EFL
4031
ERn Financial LLC
Wisconsin
$489K
PFS
4032
Prospect Financial Services
New York
$488K
IWM
4033
IMG Wealth Management
Florida
$487K
MCM
4034
MontVue Capital Management
Virginia
$486K
CCA
4035
Cottonwood Capital Advisors
Utah
$485K
SFG
4036
Sterling Financial Group
California
$484K
LFS
4037
Lutz Financial Services
Nebraska
$484K
TWA
4038
Trace Wealth Advisors
California
$483K
FA
4039
Freestate Advisors
Kansas
$481K
MA
4040
Mezzasalma Advisors
New Jersey
$481K
SWP
4041
ShoreHaven Wealth Partners
New Jersey
$481K
RWM
4042
Ruedi Wealth Management
Illinois
$479K
ACA
4043
Ascension Capital Advisors
Texas
$479K
MFS
4044
Madrona Financial Services
Washington
$479K
AWM
4045
Able Wealth Management
New Jersey
$478K
MPPW
4046
Mitchell & Pahl Private Wealth
Oklahoma
$478K
DWS
4047
Dynamic Wealth Strategies
California
$476K
RCI
4048
RS Crum Inc
California
$475K
DW
4049
Dodds Wealth
Colorado
$475K
CWM
4050
ClientFirst Wealth Management
Arkansas
$474K