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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
AAS
4226
Asset Allocation Strategies
Michigan
$369K
AC
4227
AIFG Consultants
New York
$368K
TIA
4228
Tandem Investment Advisors
South Carolina
$368K
CWMS
4229
Cannon Wealth Management Services
North Carolina
$368K
LWA
4230
LifeGoal Wealth Advisors
New York
$367K
BPW
4231
BLVD Private Wealth
Kentucky
$367K
AWA
4232
Alaska Wealth Advisors
Alaska
$367K
TPF
4233
Tribridge Partners Financial
Maryland
$366K
WFP
4234
Wrenne Financial Planning
Kentucky
$366K
SWP
4235
Significant Wealth Partners
Illinois
$365K
O3W
4236
Omni 360 Wealth
New Jersey
$364K
VMMC
4237
V.M. Manning & Co
South Carolina
$363K
VAM
4238
Verity Asset Management
North Carolina
$363K
IUHSA
4239
Itau Unibanco Holding S.A.
Brazil
$362K
WFA
4240
Websterrogers Financial Advisors
South Carolina
$362K
W
4241
WPWealth
Texas
$362K
SCB
4242
Saudi Central Bank
Saudi Arabia
$362K
WPWM
4243
Western Pacific Wealth Management
Illinois
$362K
FWA
4244
FOCUS Wealth Advisors
Texas
$361K
JWM
4245
JDH Wealth Management
California
$360K
IWP
4246
IAG Wealth Partners
Wisconsin
$360K
SL
4247
SFM LLC
New Hampshire
$360K
HFF
4248
Halter Ferguson Financial
Indiana
$359K
AW
4249
Avion Wealth
Texas
$358K
AFO
4250
Arrowroot Family Office
California
$357K