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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
LA
4176
Lakeside Advisors
Washington
$399K
RCM
4177
Richardson Capital Management
Wisconsin
$398K
VPWA
4178
Vestia Personal Wealth Advisors
Indiana
$398K
MLFP
4179
MPS Loria Financial Planners
Illinois
$397K
AP
4180
Aspect Partners
Virginia
$396K
AAS
4181
AdviceOne Advisory Services
Connecticut
$396K
CWA
4182
Clarus Wealth Advisors
Arizona
$396K
EW
4183
Enzi Wealth
Texas
$396K
BIA
4184
Barry Investment Advisors
Massachusetts
$395K
CA
4185
Crane Advisory
California
$394K
B
4186
Bellecapital
Switzerland
$394K
AWA
4187
Adapt Wealth Advisors
Georgia
$393K
M1FG
4188
Mach-1 Financial Group
Arkansas
$392K
IAS
4189
Integrity Advisory Solutions
Texas
$392K
CCM
4190
Colorado Capital Management
Colorado
$392K
GFG
4191
Grantvest Financial Group
New Jersey
$391K
NQWM
4192
Northwest Quadrant Wealth Management
Oregon
$391K
WMN
4193
Wealth Management Nebraska
Nebraska
$390K
KLI
4194
Kelman-Lazarov Inc
Tennessee
$389K
PI
4195
Pachira Investments
California
$389K
CWA
4196
Cascade Wealth Advisors
Washington
$388K
CWMA
4197
Capstone Wealth Management (Alabama)
Alabama
$387K
JWS
4198
Juncture Wealth Strategies
Arizona
$387K
PCMK
4199
Paragon Capital Management (Kansas)
Kansas
$386K
FFP
4200
Freedom Financial Partners
Minnesota
$386K