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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
VAM
4251
Verity Asset Management
North Carolina
$363K
IUHSA
4252
Itau Unibanco Holding S.A.
Brazil
$362K
WFA
4253
Websterrogers Financial Advisors
South Carolina
$362K
W
4254
WPWealth
Texas
$362K
SCB
4255
Saudi Central Bank
Saudi Arabia
$362K
WPWM
4256
Western Pacific Wealth Management
Illinois
$362K
FWA
4257
FOCUS Wealth Advisors
Texas
$361K
JWM
4258
JDH Wealth Management
California
$360K
IWP
4259
IAG Wealth Partners
Wisconsin
$360K
SL
4260
SFM LLC
New Hampshire
$360K
HFF
4261
Halter Ferguson Financial
Indiana
$359K
AW
4262
Avion Wealth
Texas
$358K
AFO
4263
Arrowroot Family Office
California
$357K
SHIM
4264
Stone House Investment Management
Pennsylvania
$357K
OCFG
4265
O'Connor Financial Group
Illinois
$356K
IAA
4266
Ironsides Asset Advisors
North Carolina
$355K
AA
4267
ACT Advisors
North Carolina
$354K
SCP
4268
Stevens Capital Partners
Nebraska
$354K
HWA
4269
Hilltop Wealth Advisors
North Carolina
$354K
DI
4270
Disciplined Investments
Oklahoma
$353K
BA
4271
Bellwether Advisors
Nebraska
$353K
LAM
4272
Lountzis Asset Management
Pennsylvania
$352K
JSA
4273
Jim Saulnier & Associates
Colorado
$352K
OWM
4274
Orgel Wealth Management
Wisconsin
$352K
AAM
4275
Auxier Asset Management
Oregon
$352K