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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
WN
4226
Williams & Novak
California
$378K
HI
4227
Human Investing
Oregon
$378K
RRWA
4228
Rainey & Randall Wealth Advisors
Florida
$376K
CCM
4229
Cutler Capital Management
Massachusetts
$375K
PFO
4230
PMG Family Office
Texas
$374K
NHFG
4231
New Harbor Financial Group
Massachusetts
$374K
HSWM
4232
Hubbell Strickland Wealth Management
Louisiana
$374K
VI
4233
VanderPol Investments
Michigan
$373K
PWS
4234
Precision Wealth Strategies
Missouri
$372K
FAC
4235
Financial Advisory Corporation
Michigan
$372K
BA
4236
Ballew Advisors
Mississippi
$371K
SAM
4237
Satovsky Asset Management
New York
$370K
MSWA
4238
Marshall & Sterling Wealth Advisors
New York
$370K
SA
4239
Sicart Associates
New York
$370K
QCIG
4240
Quad-Cities Investment Group
Iowa
$369K
CSIA
4241
Conrad Siegel Investment Advisors
Pennsylvania
$369K
AAS
4242
Asset Allocation Strategies
Michigan
$369K
AC
4243
AIFG Consultants
New York
$368K
TIA
4244
Tandem Investment Advisors
South Carolina
$368K
CWMS
4245
Cannon Wealth Management Services
North Carolina
$368K
LWA
4246
LifeGoal Wealth Advisors
New York
$367K
BPW
4247
BLVD Private Wealth
Kentucky
$367K
AWA
4248
Alaska Wealth Advisors
Alaska
$367K
TPF
4249
Tribridge Partners Financial
Maryland
$366K
WFP
4250
Wrenne Financial Planning
Kentucky
$366K