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JPMorgan Chase

4,682 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, 2,093 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
4,682
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
RPA
4376
Rock Point Advisors
Vermont
$292K
HSWS
4377
Higgins & Schmidt Wealth Strategies
Colorado
$292K
MAA
4378
Mraz Amerine & Associates
California
$291K
VW
4379
Veridan Wealth
Oregon
$290K
EWA
4380
Elevate Wealth Advisory
Georgia
$290K
CMMS
4381
Comprehensive Money Management Services
Florida
$289K
UI
4382
Unconventional Investor
New Hampshire
$289K
PWM
4383
PMG Wealth Management
Illinois
$287K
RIM
4384
Reliant Investment Management
Tennessee
$287K
HCRE
4385
Hoya Capital Real Estate
Connecticut
$287K
FLP
4386
Financial Life Planners
Arizona
$286K
AWM
4387
Act Wealth Management
Texas
$286K
TCOK
4388
Trust Company of Kansas
Kansas
$284K
TF
4389
Theory Financial
Colorado
$283K
AFG
4390
Altiora Financial Group
Ohio
$282K
EC
4391
EntryPoint Capital
New York
$282K
WCM
4392
WealthTrak Capital Management
Virginia
$282K
AWM
4393
Adams Wealth Management
Utah
$282K
CI
4394
CacheTech Inc
Utah
$282K
EFN
4395
Equita Financial Network
Pennsylvania
$281K
OFG
4396
Opulen Financial Group
Virginia
$280K
AC
4397
Armistice Capital
New York
$280K
WIP
4398
WealthCare Investment Partners
Rhode Island
$280K
GK
4399
Graney & King
New York
$280K
UW
4400
Unique Wealth
Florida
$280K