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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
LFASL
4026
Lugano Financial Advisors SA (LFA)
Switzerland
$500K
WCP
4027
Wick Capital Partners
Pennsylvania
$499K
KFP
4028
Keener Financial Planning
Texas
$499K
TFP
4029
Triune Financial Partners
Kansas
$498K
MSF
4030
Mustard Seed Financial
Arkansas
$497K
SWA
4031
Strata Wealth Advisors
Texas
$497K
SGI
4032
Swan Global Investments
Colorado
$496K
CCM
4033
Chickasaw Capital Management
Tennessee
$496K
NWP
4034
NerdWallet Wealth Partners
New York
$494K
BFS
4035
Baskin Financial Services
Ontario, Canada
$493K
CFS
4036
Cannon Financial Strategists
Georgia
$492K
HGA
4037
Hobbs Group Advisors
South Carolina
$492K
SAM
4038
Seelaus Asset Management
New Jersey
$490K
AI
4039
AdvisorShares Investments
Maryland
$489K
BLAM
4040
Bourne Lent Asset Management
New York
$489K
TA
4041
Townsend & Associates
Colorado
$489K
PVAMC
4042
PPS&V Asset Management Consultants
Michigan
$489K
EFL
4043
ERn Financial LLC
Wisconsin
$489K
PFS
4044
Prospect Financial Services
New York
$488K
IWM
4045
IMG Wealth Management
Florida
$487K
MCM
4046
MontVue Capital Management
Virginia
$486K
CCA
4047
Cottonwood Capital Advisors
Utah
$485K
SFG
4048
Sterling Financial Group
California
$484K
LFS
4049
Lutz Financial Services
Nebraska
$484K
TWA
4050
Trace Wealth Advisors
California
$483K