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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
SFMG
4076
Sage Financial Management Group
Virginia
$468K
PFG
4077
Pinnacle Financial Group
Illinois
$468K
IW
4078
Instrumental Wealth
Florida
$468K
CC
4079
Capital Counsel
New York
$467K
HWMT
4080
Heritage Wealth Management (Texas)
Texas
$463K
LF
4081
Lighthouse Financial
Florida
$463K
DFP
4082
Defined Financial Planning
California
$462K
BZWA
4083
Blue Zone Wealth Advisors
California
$461K
2L
4084
25 LLC
Missouri
$461K
GSWA
4085
Good Steward Wealth Advisors
Tennessee
$460K
GA
4086
Greenspring Advisors
Maryland
$460K
DF
4087
Dunhill Financial
United Kingdom
$460K
MGIA
4088
Matthew Goff Investment Advisor
Texas
$460K
UFA
4089
Uptown Financial Advisors
Texas
$460K
WQ
4090
Wealth Quarterback
New Jersey
$459K
TW
4091
Towerpoint Wealth
California
$459K
FFC
4092
Frederick Financial Consultants
Maryland
$458K
SA
4093
Sage Advisors
Colorado
$458K
WAM
4094
Worth Asset Management
Texas
$458K
PCA
4095
Private Capital Advisors
Connecticut
$457K
TCM
4096
Triumph Capital Management
Colorado
$457K
CFP
4097
Cypress Financial Planning
New Jersey
$457K
BWG
4098
Boomfish Wealth Group
Georgia
$457K
CWA
4099
Continuum Wealth Advisors
New York
$457K
NFA
4100
Northwest Financial Advisors
Virginia
$456K