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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
LFA
4426
Legend Financial Advisors
Pennsylvania
$272K
GVCM
4427
Global View Capital Management
Wisconsin
$272K
DK
4428
David Kennon
Florida
$272K
BFS
4429
Beacon Financial Strategies
North Carolina
$271K
LAM
4430
Lummis Asset Management
Texas
$271K
TCFP
4431
Treasure Coast Financial Planning
Florida
$269K
LWM
4432
Luminvest Wealth Management
Arizona
$269K
PFC
4433
Phocas Financial Corp
California
$268K
HAFS
4434
Hapanowicz & Associates Financial Services
Pennsylvania
$268K
FA
4435
Fortis Advisors
Pennsylvania
$268K
BF
4436
Bonfire Financial
Colorado
$267K
NJBEST
4437
New Jersey Better Educational Savings Trust
New Jersey
$267K
NCG
4438
Newport Capital Group
New Jersey
$267K
AI
4439
Auour Investments
Massachusetts
$266K
BCWM
4440
Ball & Co Wealth Management
Tennessee
$266K
ECAM
4441
East Coast Asset Management
Massachusetts
$266K
MSFP
4442
Mark Sheptoff Financial Planning
Connecticut
$266K
LKIM
4443
Lawson Kroeker Investment Management
Nebraska
$266K
MJP
4444
Michael J. Puzo
$265K
LWA
4445
Lifelong Wealth Advisors
Minnesota
$264K
BWA
4446
BCU Wealth Advisors
Illinois
$264K
AWA
4447
Archvest Wealth Advisors
California
$263K
FWM
4448
Fonville Wealth Management
Virginia
$262K
SWA
4449
ShankerValleau Wealth Advisors
Illinois
$262K
BT
4450
Brandywine Trust
Delaware
$262K