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JPMorgan Chase

4,683 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,915 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,683
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
HC
4151
Hoese & Co
Minnesota
$413K
CWM
4152
CarsonAllaria Wealth Management
Illinois
$413K
MWM
4153
Momentous Wealth Management
Washington
$413K
PTCG
4154
Pring Turner Capital Group
California
$412K
SPFA
4155
Summit Place Financial Advisors
New Jersey
$412K
PPWM
4156
Perissos Private Wealth Management
Oklahoma
$412K
LSWP
4157
Liberty Square Wealth Partners
Pennsylvania
$411K
PCC
4158
Park Circle Company
Maryland
$410K
QL
4159
Quarry LP
New York
$410K
DKCM
4160
Davidson Kahn Capital Management
California
$409K
RFN
4161
Redwood Financial Network
Ohio
$407K
SCM
4162
Sage Capital Management
New Jersey
$407K
D
4163
Dentgroup
Louisiana
$406K
CWM
4164
Concentrum Wealth Management
California
$406K
KFG
4165
Kelly Financial Group
Connecticut
$406K
WPW
4166
Warther Private Wealth
Ohio
$405K
CPA
4167
Cathy Pareto & Associates
Florida
$404K
LCM
4168
Laurion Capital Management
New York
$402K
FWM
4169
FMB Wealth Management
California
$402K
VWM
4170
Verus Wealth Management
Wisconsin
$402K
Eagle Capital Management (New York)
4171
Eagle Capital Management (New York)
New York
$402K
MFGP
4172
Marshall Financial Group (Pennsylvania)
Pennsylvania
$401K
OTL
4173
Oak Thistle LLC
New York
$400K
GWA
4174
Geometric Wealth Advisors
District of Columbia
$399K
LGW
4175
Leslie Global Wealth
Illinois
$399K