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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
4051
Trevian Wealth Management
Massachusetts
$500K
YWM
4052
Yoder Wealth Management
California
$500K
LFASL
4053
Lugano Financial Advisors SA (LFA)
Switzerland
$500K
WCP
4054
Wick Capital Partners
Pennsylvania
$499K
KFP
4055
Keener Financial Planning
Texas
$499K
TFP
4056
Triune Financial Partners
Kansas
$498K
MSF
4057
Mustard Seed Financial
Arkansas
$497K
SWA
4058
Strata Wealth Advisors
Texas
$497K
SGI
4059
Swan Global Investments
Colorado
$496K
CCM
4060
Chickasaw Capital Management
Tennessee
$496K
NWP
4061
NerdWallet Wealth Partners
New York
$494K
BFS
4062
Baskin Financial Services
Ontario, Canada
$493K
CFS
4063
Cannon Financial Strategists
Georgia
$492K
HGA
4064
Hobbs Group Advisors
South Carolina
$492K
SAM
4065
Seelaus Asset Management
New Jersey
$490K
AI
4066
AdvisorShares Investments
Maryland
$489K
BLAM
4067
Bourne Lent Asset Management
New York
$489K
TA
4068
Townsend & Associates
Colorado
$489K
PVAMC
4069
PPS&V Asset Management Consultants
Michigan
$489K
EFL
4070
ERn Financial LLC
Wisconsin
$489K
PFS
4071
Prospect Financial Services
New York
$488K
IWM
4072
IMG Wealth Management
Florida
$487K
MCM
4073
MontVue Capital Management
Virginia
$486K
CCA
4074
Cottonwood Capital Advisors
Utah
$485K
SFG
4075
Sterling Financial Group
California
$484K