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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
LFS
4076
Lutz Financial Services
Nebraska
$484K
TWA
4077
Trace Wealth Advisors
California
$483K
FA
4078
Freestate Advisors
Kansas
$481K
MA
4079
Mezzasalma Advisors
New Jersey
$481K
SWP
4080
ShoreHaven Wealth Partners
New Jersey
$481K
RWM
4081
Ruedi Wealth Management
Illinois
$479K
ACA
4082
Ascension Capital Advisors
Texas
$479K
MFS
4083
Madrona Financial Services
Washington
$479K
AWM
4084
Able Wealth Management
New Jersey
$478K
MPPW
4085
Mitchell & Pahl Private Wealth
Oklahoma
$478K
DWS
4086
Dynamic Wealth Strategies
California
$476K
RCI
4087
RS Crum Inc
California
$475K
DW
4088
Dodds Wealth
Colorado
$475K
CWM
4089
ClientFirst Wealth Management
Arkansas
$474K
NA
4090
Nottingham Advisors
New York
$474K
KIA
4091
Kraematon Investment Advisors
Massachusetts
$473K
BI
4092
Bramshill Investments
Florida
$473K
HP
4093
Highlander Partners
Texas
$473K
PFA
4094
Plotkin Financial Advisors
Maryland
$473K
FEM
4095
Fulcrum Equity Management
Texas
$473K
KCM
4096
Kendall Capital Management
Maryland
$473K
BWM
4097
Boyd Wealth Management
California
$473K
MSWM
4098
Mowery & Schoenfeld Wealth Management
Illinois
$472K
VBFP
4099
Valtinson Bruner Financial Planning
Minnesota
$470K
MQWP
4100
Morey & Quinn Wealth Partners
Nebraska
$470K