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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
NA
4051
Nottingham Advisors
New York
$474K
KIA
4052
Kraematon Investment Advisors
Massachusetts
$473K
BI
4053
Bramshill Investments
Florida
$473K
HP
4054
Highlander Partners
Texas
$473K
PFA
4055
Plotkin Financial Advisors
Maryland
$473K
KCM
4056
Kendall Capital Management
Maryland
$473K
BWM
4057
Boyd Wealth Management
California
$473K
MSWM
4058
Mowery & Schoenfeld Wealth Management
Illinois
$472K
VBFP
4059
Valtinson Bruner Financial Planning
Minnesota
$470K
MQWP
4060
Morey & Quinn Wealth Partners
Nebraska
$470K
APM
4061
Advanced Portfolio Management
New York
$469K
DFG
4062
Demars Financial Group
Washington
$469K
SFMG
4063
Sage Financial Management Group
Virginia
$468K
PFG
4064
Pinnacle Financial Group
Illinois
$468K
IW
4065
Instrumental Wealth
Florida
$468K
CC
4066
Capital Counsel
New York
$467K
HWMT
4067
Heritage Wealth Management (Texas)
Texas
$463K
LF
4068
Lighthouse Financial
Florida
$463K
DFP
4069
Defined Financial Planning
California
$462K
BZWA
4070
Blue Zone Wealth Advisors
California
$461K
2L
4071
25 LLC
Missouri
$461K
GSWA
4072
Good Steward Wealth Advisors
Tennessee
$460K
GA
4073
Greenspring Advisors
Maryland
$460K
DF
4074
Dunhill Financial
United Kingdom
$460K
MGIA
4075
Matthew Goff Investment Advisor
Texas
$460K