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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
4226
Crane Advisory
California
$394K
B
4227
Bellecapital
Switzerland
$394K
AWA
4228
Adapt Wealth Advisors
Georgia
$393K
M1FG
4229
Mach-1 Financial Group
Arkansas
$392K
IAS
4230
Integrity Advisory Solutions
Texas
$392K
CCM
4231
Colorado Capital Management
Colorado
$392K
GFG
4232
Grantvest Financial Group
New Jersey
$391K
NQWM
4233
Northwest Quadrant Wealth Management
Oregon
$391K
WMN
4234
Wealth Management Nebraska
Nebraska
$390K
KLI
4235
Kelman-Lazarov Inc
Tennessee
$389K
PI
4236
Pachira Investments
California
$389K
CWA
4237
Cascade Wealth Advisors
Washington
$388K
CWMA
4238
Capstone Wealth Management (Alabama)
Alabama
$387K
JWS
4239
Juncture Wealth Strategies
Arizona
$387K
PCMK
4240
Paragon Capital Management (Kansas)
Kansas
$386K
FFP
4241
Freedom Financial Partners
Minnesota
$386K
PC
4242
Prairiewood Capital
North Dakota
$385K
ZAM
4243
Zevin Asset Management
Massachusetts
$385K
BFA
4244
Brown Financial Advisory
Alabama
$384K
AWP
4245
Astra Wealth Partners
New Jersey
$384K
LAS
4246
Lloyd Advisory Services
Georgia
$383K
VIM
4247
VELA Investment Management
Ohio
$383K
PSC
4248
Prentiss Smith & Co
Vermont
$383K
VR
4249
Valued Retirements
Texas
$382K
BBW
4250
Blue Barn Wealth
Utah
$382K