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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
SHIM
4251
Stone House Investment Management
Pennsylvania
$357K
OCFG
4252
O'Connor Financial Group
Illinois
$356K
IAA
4253
Ironsides Asset Advisors
North Carolina
$355K
AA
4254
ACT Advisors
North Carolina
$354K
SCP
4255
Stevens Capital Partners
Nebraska
$354K
HWA
4256
Hilltop Wealth Advisors
North Carolina
$354K
DI
4257
Disciplined Investments
Oklahoma
$353K
BA
4258
Bellwether Advisors
Nebraska
$353K
LAM
4259
Lountzis Asset Management
Pennsylvania
$352K
JSA
4260
Jim Saulnier & Associates
Colorado
$352K
OWM
4261
Orgel Wealth Management
Wisconsin
$352K
AAM
4262
Auxier Asset Management
Oregon
$352K
AFGAS
4263
Allegiance Financial Group Advisory Services
Virginia
$352K
SCM
4264
Stonehearth Capital Management
Massachusetts
$351K
LPFG
4265
Landing Point Financial Group
Ohio
$351K
WWA
4266
Wealth Watch Advisors
Colorado
$350K
CFP
4267
Curran Financial Partners
South Carolina
$349K
JWM
4268
Jackson Wealth Management
Florida
$349K
WF
4269
Warner Financial
Maryland
$349K
FA
4270
Fermata Advisors
California
$349K
JWM
4271
JFG Wealth Management
Colorado
$347K
UWM
4272
USAdvisors Wealth Management
Minnesota
$347K
TFA
4273
TPG Financial Advisors
Oregon
$347K
MPW
4274
MA Private Wealth
California
$347K
EP
4275
Ehrenkranz Partners
New York
$347K