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JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
CC
4076
Capital Counsel
New York
$467K
HWMT
4077
Heritage Wealth Management (Texas)
Texas
$463K
LF
4078
Lighthouse Financial
Florida
$463K
DFP
4079
Defined Financial Planning
California
$462K
BZWA
4080
Blue Zone Wealth Advisors
California
$461K
2L
4081
25 LLC
Missouri
$461K
GSWA
4082
Good Steward Wealth Advisors
Tennessee
$460K
GA
4083
Greenspring Advisors
Maryland
$460K
DF
4084
Dunhill Financial
United Kingdom
$460K
MGIA
4085
Matthew Goff Investment Advisor
Texas
$460K
UFA
4086
Uptown Financial Advisors
Texas
$460K
WQ
4087
Wealth Quarterback
New Jersey
$459K
TW
4088
Towerpoint Wealth
California
$459K
FFC
4089
Frederick Financial Consultants
Maryland
$458K
SA
4090
Sage Advisors
Colorado
$458K
WAM
4091
Worth Asset Management
Texas
$458K
PCA
4092
Private Capital Advisors
Connecticut
$457K
TCM
4093
Triumph Capital Management
Colorado
$457K
CFP
4094
Cypress Financial Planning
New Jersey
$457K
BWG
4095
Boomfish Wealth Group
Georgia
$457K
CWA
4096
Continuum Wealth Advisors
New York
$457K
NFA
4097
Northwest Financial Advisors
Virginia
$456K
JPLA
4098
Joseph P. Lucia & Associates
New York
$455K
BDPWM
4099
Barnes Dennig Private Wealth Management
Ohio
$455K
FCM
4100
Family Capital Management
Michigan
$455K