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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
ACM
4451
Alamar Capital Management
California
$262K
IFA
4452
Independence Financial Advisors
New Hampshire
$261K
PCWA
4453
Pacific Capital Wealth Advisors
California
$261K
JWM
4454
Jacksonville Wealth Management
Florida
$261K
MAMG
4455
Milestone Asset Management Group
Connecticut
$260K
CDWM
4456
Campbell Deegan Wealth Management
Virginia
$260K
GC
4457
GFG Capital
Florida
$259K
BWMG
4458
Barnes Wealth Management Group
California
$259K
FW
4459
Fairway Wealth
Ohio
$258K
LSL
4460
Legacy Solutions LLC
Pennsylvania
$257K
BFG
4461
Baron Financial Group
New Jersey
$257K
SWM
4462
Schwallier Wealth Management
Michigan
$256K
AV
4463
Aspiring Ventures
Ohio
$256K
FA
4464
Financial Avengers
California
$254K
VWM
4465
Vermillion Wealth Management
Minnesota
$254K
CAM
4466
Cobblestone Asset Management
Virginia
$254K
CWM
4467
CMH Wealth Management
New Hampshire
$253K
PPW
4468
PACK Private Wealth
Minnesota
$253K
CCA
4469
Corps Capital Advisors
Texas
$253K
FF
4470
Foronjy Financial
California
$252K
NCFG
4471
New Century Financial Group
New Jersey
$252K
RA
4472
RiverTree Advisors
Florida
$252K
1NWS
4473
1 North Wealth Services
Maryland
$252K
SPA
4474
Sentinel Pension Advisors
Massachusetts
$252K
SF
4475
Schaeffer Financial
Maryland
$252K