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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
FA
4051
Freestate Advisors
Kansas
$481K
MA
4052
Mezzasalma Advisors
New Jersey
$481K
SWP
4053
ShoreHaven Wealth Partners
New Jersey
$481K
RWM
4054
Ruedi Wealth Management
Illinois
$479K
ACA
4055
Ascension Capital Advisors
Texas
$479K
MFS
4056
Madrona Financial Services
Washington
$479K
AWM
4057
Able Wealth Management
New Jersey
$478K
MPPW
4058
Mitchell & Pahl Private Wealth
Oklahoma
$478K
DWS
4059
Dynamic Wealth Strategies
California
$476K
RCI
4060
RS Crum Inc
California
$475K
DW
4061
Dodds Wealth
Colorado
$475K
CWM
4062
ClientFirst Wealth Management
Arkansas
$474K
NA
4063
Nottingham Advisors
New York
$474K
KIA
4064
Kraematon Investment Advisors
Massachusetts
$473K
BI
4065
Bramshill Investments
Florida
$473K
HP
4066
Highlander Partners
Texas
$473K
PFA
4067
Plotkin Financial Advisors
Maryland
$473K
FEM
4068
Fulcrum Equity Management
Texas
$473K
KCM
4069
Kendall Capital Management
Maryland
$473K
BWM
4070
Boyd Wealth Management
California
$473K
MSWM
4071
Mowery & Schoenfeld Wealth Management
Illinois
$472K
VBFP
4072
Valtinson Bruner Financial Planning
Minnesota
$470K
MQWP
4073
Morey & Quinn Wealth Partners
Nebraska
$470K
APM
4074
Advanced Portfolio Management
New York
$469K
DFG
4075
Demars Financial Group
Washington
$469K