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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
CWA
4126
Continuum Wealth Advisors
New York
$457K
NFA
4127
Northwest Financial Advisors
Virginia
$456K
JPLA
4128
Joseph P. Lucia & Associates
New York
$455K
BDPWM
4129
Barnes Dennig Private Wealth Management
Ohio
$455K
FCM
4130
Family Capital Management
Michigan
$455K
RS
4131
Rakuten Securities
Japan
$454K
TLFA
4132
True Link Financial Advisors
California
$454K
APWM
4133
Argonautica Private Wealth Management
Massachusetts
$453K
RWM
4134
RMG Wealth Management
Wisconsin
$453K
OA
4135
Oxbow Advisors
Texas
$451K
NEPPG
4136
New England Professional Planning Group
Rhode Island
$450K
PPH
4137
Pure Portfolios Holdings
Oregon
$450K
VPF
4138
Vantage Point Financial
Illinois
$450K
SC
4139
Schubert & Co
Texas
$449K
LOIP
4140
Live Oak Investment Partners
Texas
$449K
AWMG
4141
ADG Wealth Management Group
Louisiana
$449K
AL
4142
ADE LLC
Maryland
$446K
TCM
4143
Traub Capital Management
Massachusetts
$444K
NCMW
4144
Northern Capital Management (Washington)
Washington
$444K
LC
4145
Lavaca Capital
Texas
$444K
SCM
4146
Saxony Capital Management
Missouri
$442K
WCM
4147
Warburton Capital Management
Oklahoma
$442K
MRI
4148
Mad River Investors
Massachusetts
$442K
SIM
4149
Sterling Investment Management
Arizona
$441K
CCM
4150
Chiron Capital Management
Florida
$441K