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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
GCM
4126
G2 Capital Management
Ohio
$435K
YCG
4127
Yeomans Consulting Group
Georgia
$435K
KWA
4128
Kondo Wealth Advisors
California
$434K
AWM
4129
Avondale Wealth Management
Texas
$434K
EW
4130
Entruity Wealth
California
$432K
MAM
4131
Marotta Asset Management
Virginia
$432K
LPP
4132
Life Planning Partners
Florida
$431K
EP
4133
Essential Planning
New Hampshire
$431K
TWM
4134
Triton Wealth Management
Arizona
$431K
EWM
4135
Endowment Wealth Management
Wisconsin
$431K
PWM
4136
Penobscot Wealth Management
Maine
$430K
OPWM
4137
Oregon Pacific Wealth Management
Oregon
$429K
GC
4138
Gibson Capital
Pennsylvania
$429K
FPW
4139
Flagship Private Wealth
Massachusetts
$428K
AWA
4140
AmeriServ Wealth Advisors
Pennsylvania
$428K
AFS
4141
Axiom Financial Strategies
Indiana
$427K
HA
4142
Hanover Advisors
South Carolina
$427K
SBCM
4143
Silverberg Bernstein Capital Management
New York
$427K
EC
4144
Eaton-Cambridge
Arizona
$426K
AFAS
4145
Acorn Financial Advisory Services
Virginia
$426K
ACP
4146
Arcus Capital Partners
Georgia
$426K
HIM
4147
Harbour Investment Management
Washington
$424K
PFP
4148
Paragon Financial Partners
California
$424K
IWS
4149
Integrity Wealth Solutions
Colorado
$423K
PPWM
4150
PFG Private Wealth Management
Florida
$423K