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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
KFG
4176
Kelly Financial Group
Connecticut
$406K
WPW
4177
Warther Private Wealth
Ohio
$405K
CPA
4178
Cathy Pareto & Associates
Florida
$404K
LCM
4179
Laurion Capital Management
New York
$402K
FWM
4180
FMB Wealth Management
California
$402K
VWM
4181
Verus Wealth Management
Wisconsin
$402K
Eagle Capital Management (New York)
4182
Eagle Capital Management (New York)
New York
$402K
MFGP
4183
Marshall Financial Group (Pennsylvania)
Pennsylvania
$401K
OTL
4184
Oak Thistle LLC
New York
$400K
GWA
4185
Geometric Wealth Advisors
District of Columbia
$399K
LGW
4186
Leslie Global Wealth
Illinois
$399K
LA
4187
Lakeside Advisors
Washington
$399K
RCM
4188
Richardson Capital Management
Wisconsin
$398K
VPWA
4189
Vestia Personal Wealth Advisors
Indiana
$398K
MLFP
4190
MPS Loria Financial Planners
Illinois
$397K
AP
4191
Aspect Partners
Virginia
$396K
AAS
4192
AdviceOne Advisory Services
Connecticut
$396K
CWA
4193
Clarus Wealth Advisors
Arizona
$396K
EW
4194
Enzi Wealth
Texas
$396K
BIA
4195
Barry Investment Advisors
Massachusetts
$395K
NFP
4196
Narus Financial Partners
Utah
$395K
CA
4197
Crane Advisory
California
$394K
B
4198
Bellecapital
Switzerland
$394K
AWA
4199
Adapt Wealth Advisors
Georgia
$393K
M1FG
4200
Mach-1 Financial Group
Arkansas
$392K