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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
4WM
4326
4J Wealth Management
Virginia
$327K
HA
4327
HFG Advisors
Ohio
$326K
ARG
4328
Advisory Resource Group
Oklahoma
$326K
PIA
4329
Panoramic Investment Advisors
Colorado
$325K
CCM
4330
Cloud Capital Management
Washington
$325K
UFPG
4331
United Financial Planning Group
New York
$325K
AAM
4332
Austin Asset Management
Texas
$324K
BWA
4333
BlueChip Wealth Advisors
Georgia
$322K
LAMC
4334
Longview Asset Management (California)
California
$320K
CCAL
4335
City Center Advisors LLC
Michigan
$320K
MA
4336
MAS Advisors
Florida
$320K
W
4337
WorthPointe
California
$320K
EPAM
4338
Evelyn Partners Asset Management
$320K
FGG
4339
Financial Guidance Group
Florida
$319K
SMF
4340
Sterling Manor Financial
New York
$319K
BWM
4341
Brickley Wealth Management
California
$319K
AWM
4342
Austin Wealth Management
Texas
$318K
SF
4343
SWP Financial
California
$318K
FM
4344
Freemont Management
Switzerland
$315K
CA
4345
Cumberland Advisors
Florida
$315K
MCG
4346
McCollum Christoferson Group
New York
$315K
SWM
4347
StoneCrest Wealth Management
Arizona
$314K
MA
4348
McGrath & Associates
North Carolina
$314K
FWSM
4349
First Wilshire Securities Management
California
$313K
MCIA
4350
Mountain Capital Investment Advisors
Colorado
$312K