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JPMorgan Chase

4,681 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,913 increasing their positions, 2,092 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:

1.08% less ownership

Funds ownership: 72.1%71.02% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 940909 (-31)

12% less call options, than puts

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

Holders
4,681
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
MJP
4426
Michael J. Puzo
$265K
LWA
4427
Lifelong Wealth Advisors
Minnesota
$264K
BWA
4428
BCU Wealth Advisors
Illinois
$264K
AWA
4429
Archvest Wealth Advisors
California
$263K
FWM
4430
Fonville Wealth Management
Virginia
$262K
SWA
4431
ShankerValleau Wealth Advisors
Illinois
$262K
BT
4432
Brandywine Trust
Delaware
$262K
ACM
4433
Alamar Capital Management
California
$262K
IFA
4434
Independence Financial Advisors
New Hampshire
$261K
PCWA
4435
Pacific Capital Wealth Advisors
California
$261K
JWM
4436
Jacksonville Wealth Management
Florida
$261K
MAMG
4437
Milestone Asset Management Group
Connecticut
$260K
CDWM
4438
Campbell Deegan Wealth Management
Virginia
$260K
GC
4439
GFG Capital
Florida
$259K
BWMG
4440
Barnes Wealth Management Group
California
$259K
FW
4441
Fairway Wealth
Ohio
$258K
LSL
4442
Legacy Solutions LLC
Pennsylvania
$257K
BFG
4443
Baron Financial Group
New Jersey
$257K
SWM
4444
Schwallier Wealth Management
Michigan
$256K
AV
4445
Aspiring Ventures
Ohio
$256K
FA
4446
Financial Avengers
California
$254K
VWM
4447
Vermillion Wealth Management
Minnesota
$254K
CAM
4448
Cobblestone Asset Management
Virginia
$254K
CWM
4449
CMH Wealth Management
New Hampshire
$253K
PPW
4450
PACK Private Wealth
Minnesota
$253K