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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
BA
4301
Bellwether Advisors
Nebraska
$353K
LAM
4302
Lountzis Asset Management
Pennsylvania
$352K
JSA
4303
Jim Saulnier & Associates
Colorado
$352K
OWM
4304
Orgel Wealth Management
Wisconsin
$352K
AAM
4305
Auxier Asset Management
Oregon
$352K
AFGAS
4306
Allegiance Financial Group Advisory Services
Virginia
$352K
SCM
4307
Stonehearth Capital Management
Massachusetts
$351K
LPFG
4308
Landing Point Financial Group
Ohio
$351K
WWA
4309
Wealth Watch Advisors
Colorado
$350K
CFP
4310
Curran Financial Partners
South Carolina
$349K
JWM
4311
Jackson Wealth Management
Florida
$349K
WF
4312
Warner Financial
Maryland
$349K
FA
4313
Fermata Advisors
California
$349K
JWM
4314
JFG Wealth Management
Colorado
$347K
UWM
4315
USAdvisors Wealth Management
Minnesota
$347K
TFA
4316
TPG Financial Advisors
Oregon
$347K
MPW
4317
MA Private Wealth
California
$347K
EP
4318
Ehrenkranz Partners
New York
$347K
FSWA
4319
Financial Synergies Wealth Advisors
Texas
$347K
PRRFG
4320
Paul R. Ried Financial Group
Washington
$345K
NA
4321
Nautilus Advisors
California
$345K
AFS
4322
AFG Fiduciary Services
Massachusetts
$345K
BAS
4323
Brueske Advisory Services
Washington
$345K
MFA
4324
McClarren Financial Advisors
Pennsylvania
$345K
PWM
4325
Parkshore Wealth Management
California
$344K