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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
SWM
4376
StoneCrest Wealth Management
Arizona
$314K
MA
4377
McGrath & Associates
North Carolina
$314K
FWSM
4378
First Wilshire Securities Management
California
$313K
MCIA
4379
Mountain Capital Investment Advisors
Colorado
$312K
PP
4380
PFS Partners
New Jersey
$312K
HWM
4381
HRC Wealth Management
Idaho
$311K
W
4382
WealthCollab
Washington
$311K
BCAM
4383
Boston Common Asset Management
Massachusetts
$310K
GJIA
4384
Glass Jacobson Investment Advisors
Maryland
$309K
EIA
4385
Eastover Investment Advisors
North Carolina
$309K
CIC
4386
Chase Investment Counsel
Virginia
$309K
MW
4387
Members Wealth
Pennsylvania
$309K
RI
4388
Rinkey Investments
California
$308K
SFG
4389
Synergy Financial Group
California
$308K
CMP
4390
Coston McIsaac & Partners
Maine
$308K
WH
4391
Whitcomb & Hess
Ohio
$308K
SIM
4392
Sims Investment Management
Ohio
$308K
SWM
4393
Seed Wealth Management
Illinois
$307K
FFW
4394
Fusion Family Wealth
New York
$307K
SWM
4395
Stonebridge Wealth Management
Illinois
$306K
IWB
4396
Innovative Wealth Building
Maryland
$306K
KFG
4397
Kropog Financial Group
Louisiana
$305K
KA
4398
Kure Advisory
Minnesota
$304K
NLWP
4399
Next Level Wealth Planning
Idaho
$304K
BBNB
4400
Baker Boyer National Bank
Washington
$304K