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JPMorgan Chase

4,696 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, 2,101 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: 72.22%71.05% (-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
4,696
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
SCM
4276
Stonehearth Capital Management
Massachusetts
$351K
LPFG
4277
Landing Point Financial Group
Ohio
$351K
WWA
4278
Wealth Watch Advisors
Colorado
$350K
CFP
4279
Curran Financial Partners
South Carolina
$349K
JWM
4280
Jackson Wealth Management
Florida
$349K
WF
4281
Warner Financial
Maryland
$349K
FA
4282
Fermata Advisors
California
$349K
JWM
4283
JFG Wealth Management
Colorado
$347K
UWM
4284
USAdvisors Wealth Management
Minnesota
$347K
TFA
4285
TPG Financial Advisors
Oregon
$347K
MPW
4286
MA Private Wealth
California
$347K
EP
4287
Ehrenkranz Partners
New York
$347K
FSWA
4288
Financial Synergies Wealth Advisors
Texas
$347K
PRRFG
4289
Paul R. Ried Financial Group
Washington
$345K
NA
4290
Nautilus Advisors
California
$345K
AFS
4291
AFG Fiduciary Services
Massachusetts
$345K
BAS
4292
Brueske Advisory Services
Washington
$345K
MFA
4293
McClarren Financial Advisors
Pennsylvania
$345K
PWM
4294
Parkshore Wealth Management
California
$344K
CC
4295
Capstone Capital
Nevada
$344K
NERM
4296
New England Research & Management
Illinois
$344K
I
4297
IMPACTfolio
Colorado
$344K
SA
4298
Skyline Advisors
Washington
$343K
NOI
4299
Newton One Investments
Delaware
$341K
RWS
4300
Rochester Wealth Strategies
Michigan
$340K