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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

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

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
B
4201
Bellecapital
Switzerland
$394K
AWA
4202
Adapt Wealth Advisors
Georgia
$393K
M1FG
4203
Mach-1 Financial Group
Arkansas
$392K
IAS
4204
Integrity Advisory Solutions
Texas
$392K
CCM
4205
Colorado Capital Management
Colorado
$392K
GFG
4206
Grantvest Financial Group
New Jersey
$391K
NQWM
4207
Northwest Quadrant Wealth Management
Oregon
$391K
WMN
4208
Wealth Management Nebraska
Nebraska
$390K
KLI
4209
Kelman-Lazarov Inc
Tennessee
$389K
PI
4210
Pachira Investments
California
$389K
CWA
4211
Cascade Wealth Advisors
Washington
$388K
CWMA
4212
Capstone Wealth Management (Alabama)
Alabama
$387K
JWS
4213
Juncture Wealth Strategies
Arizona
$387K
PCMK
4214
Paragon Capital Management (Kansas)
Kansas
$386K
FFP
4215
Freedom Financial Partners
Minnesota
$386K
PC
4216
Prairiewood Capital
North Dakota
$385K
ZAM
4217
Zevin Asset Management
Massachusetts
$385K
BFA
4218
Brown Financial Advisory
Alabama
$384K
AWP
4219
Astra Wealth Partners
New Jersey
$384K
LAS
4220
Lloyd Advisory Services
Georgia
$383K
VIM
4221
VELA Investment Management
Ohio
$383K
PSC
4222
Prentiss Smith & Co
Vermont
$383K
VR
4223
Valued Retirements
Texas
$382K
BBW
4224
Blue Barn Wealth
Utah
$382K
FCC
4225
Flower City Capital
New York
$382K