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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
IP
4401
Integras Partners
Georgia
$279K
CP
4402
Capital Planning
Washington
$279K
FNWM
4403
Financial Network Wealth Management
Utah
$277K
GCM
4404
Gallacher Capital Management
Colorado
$277K
HC
4405
Headland Capital
South Carolina
$276K
BWG
4406
Balanced Wealth Group
Ohio
$275K
ES
4407
ETF Store
Kansas
$274K
Q1WB
4408
Quest 10 Wealth Builders
Virginia
$273K
LFA
4409
Legend Financial Advisors
Pennsylvania
$272K
GVCM
4410
Global View Capital Management
Wisconsin
$272K
DK
4411
David Kennon
Florida
$272K
BFS
4412
Beacon Financial Strategies
North Carolina
$271K
LAM
4413
Lummis Asset Management
Texas
$271K
TCFP
4414
Treasure Coast Financial Planning
Florida
$269K
LWM
4415
Luminvest Wealth Management
Arizona
$269K
PFC
4416
Phocas Financial Corp
California
$268K
HAFS
4417
Hapanowicz & Associates Financial Services
Pennsylvania
$268K
FA
4418
Fortis Advisors
Pennsylvania
$268K
BF
4419
Bonfire Financial
Colorado
$267K
NJBEST
4420
New Jersey Better Educational Savings Trust
New Jersey
$267K
NCG
4421
Newport Capital Group
New Jersey
$267K
AI
4422
Auour Investments
Massachusetts
$266K
BCWM
4423
Ball & Co Wealth Management
Tennessee
$266K
ECAM
4424
East Coast Asset Management
Massachusetts
$266K
MSFP
4425
Mark Sheptoff Financial Planning
Connecticut
$266K