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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
TFP
4026
Triune Financial Partners
Kansas
$498K
MSF
4027
Mustard Seed Financial
Arkansas
$497K
SWA
4028
Strata Wealth Advisors
Texas
$497K
SGI
4029
Swan Global Investments
Colorado
$496K
CCM
4030
Chickasaw Capital Management
Tennessee
$496K
NWP
4031
NerdWallet Wealth Partners
New York
$494K
BFS
4032
Baskin Financial Services
Ontario, Canada
$493K
CFS
4033
Cannon Financial Strategists
Georgia
$492K
HGA
4034
Hobbs Group Advisors
South Carolina
$492K
SAM
4035
Seelaus Asset Management
New Jersey
$490K
AI
4036
AdvisorShares Investments
Maryland
$489K
BLAM
4037
Bourne Lent Asset Management
New York
$489K
TA
4038
Townsend & Associates
Colorado
$489K
PVAMC
4039
PPS&V Asset Management Consultants
Michigan
$489K
EFL
4040
ERn Financial LLC
Wisconsin
$489K
PFS
4041
Prospect Financial Services
New York
$488K
IWM
4042
IMG Wealth Management
Florida
$487K
MCM
4043
MontVue Capital Management
Virginia
$486K
CCA
4044
Cottonwood Capital Advisors
Utah
$485K
SFG
4045
Sterling Financial Group
California
$484K
LFS
4046
Lutz Financial Services
Nebraska
$484K
TWA
4047
Trace Wealth Advisors
California
$483K
FA
4048
Freestate Advisors
Kansas
$481K
MA
4049
Mezzasalma Advisors
New Jersey
$481K
SWP
4050
ShoreHaven Wealth Partners
New Jersey
$481K