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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
VW
4426
Veridan Wealth
Oregon
$290K
EWA
4427
Elevate Wealth Advisory
Georgia
$290K
CMMS
4428
Comprehensive Money Management Services
Florida
$289K
UI
4429
Unconventional Investor
New Hampshire
$289K
PWM
4430
PMG Wealth Management
Illinois
$287K
RIM
4431
Reliant Investment Management
Tennessee
$287K
HCRE
4432
Hoya Capital Real Estate
Connecticut
$287K
FLP
4433
Financial Life Planners
Arizona
$286K
AWM
4434
Act Wealth Management
Texas
$286K
TCOK
4435
Trust Company of Kansas
Kansas
$284K
TF
4436
Theory Financial
Colorado
$283K
AFG
4437
Altiora Financial Group
Ohio
$282K
EC
4438
EntryPoint Capital
New York
$282K
WCM
4439
WealthTrak Capital Management
Virginia
$282K
CI
4440
CacheTech Inc
Utah
$282K
AWM
4441
Adams Wealth Management
Utah
$282K
EFN
4442
Equita Financial Network
Pennsylvania
$281K
OFG
4443
Opulen Financial Group
Virginia
$280K
AC
4444
Armistice Capital
New York
$280K
WIP
4445
WealthCare Investment Partners
Rhode Island
$280K
GK
4446
Graney & King
New York
$280K
UW
4447
Unique Wealth
Florida
$280K
IP
4448
Integras Partners
Georgia
$279K
CP
4449
Capital Planning
Washington
$279K
FNWM
4450
Financial Network Wealth Management
Utah
$277K