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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
IAS
4201
Integrity Advisory Solutions
Texas
$392K
CCM
4202
Colorado Capital Management
Colorado
$392K
GFG
4203
Grantvest Financial Group
New Jersey
$391K
NQWM
4204
Northwest Quadrant Wealth Management
Oregon
$391K
WMN
4205
Wealth Management Nebraska
Nebraska
$390K
KLI
4206
Kelman-Lazarov Inc
Tennessee
$389K
PI
4207
Pachira Investments
California
$389K
CWA
4208
Cascade Wealth Advisors
Washington
$388K
CWMA
4209
Capstone Wealth Management (Alabama)
Alabama
$387K
JWS
4210
Juncture Wealth Strategies
Arizona
$387K
PCMK
4211
Paragon Capital Management (Kansas)
Kansas
$386K
FFP
4212
Freedom Financial Partners
Minnesota
$386K
PC
4213
Prairiewood Capital
North Dakota
$385K
ZAM
4214
Zevin Asset Management
Massachusetts
$385K
BFA
4215
Brown Financial Advisory
Alabama
$384K
AWP
4216
Astra Wealth Partners
New Jersey
$384K
LAS
4217
Lloyd Advisory Services
Georgia
$383K
VIM
4218
VELA Investment Management
Ohio
$383K
PSC
4219
Prentiss Smith & Co
Vermont
$383K
VR
4220
Valued Retirements
Texas
$382K
BBW
4221
Blue Barn Wealth
Utah
$382K
FCC
4222
Flower City Capital
New York
$382K
WN
4223
Williams & Novak
California
$378K
HI
4224
Human Investing
Oregon
$378K
RRWA
4225
Rainey & Randall Wealth Advisors
Florida
$376K