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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
AWM
4326
Austin Wealth Management
Texas
$318K
SF
4327
SWP Financial
California
$318K
FM
4328
Freemont Management
Switzerland
$315K
CA
4329
Cumberland Advisors
Florida
$315K
MCG
4330
McCollum Christoferson Group
New York
$315K
SWM
4331
StoneCrest Wealth Management
Arizona
$314K
MA
4332
McGrath & Associates
North Carolina
$314K
FWSM
4333
First Wilshire Securities Management
California
$313K
MCIA
4334
Mountain Capital Investment Advisors
Colorado
$312K
PP
4335
PFS Partners
New Jersey
$312K
HWM
4336
HRC Wealth Management
Idaho
$311K
W
4337
WealthCollab
Washington
$311K
BCAM
4338
Boston Common Asset Management
Massachusetts
$310K
GJIA
4339
Glass Jacobson Investment Advisors
Maryland
$309K
EIA
4340
Eastover Investment Advisors
North Carolina
$309K
CIC
4341
Chase Investment Counsel
Virginia
$309K
MW
4342
Members Wealth
Pennsylvania
$309K
RI
4343
Rinkey Investments
California
$308K
SFG
4344
Synergy Financial Group
California
$308K
CMP
4345
Coston McIsaac & Partners
Maine
$308K
WH
4346
Whitcomb & Hess
Ohio
$308K
SIM
4347
Sims Investment Management
Ohio
$308K
SWM
4348
Seed Wealth Management
Illinois
$307K
FFW
4349
Fusion Family Wealth
New York
$307K
SWM
4350
Stonebridge Wealth Management
Illinois
$306K