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JPMorgan Chase

4,696 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, 1,918 increasing their positions, 2,101 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: 72.22%71.05% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
MAMG
4451
Milestone Asset Management Group
Connecticut
$260K
CDWM
4452
Campbell Deegan Wealth Management
Virginia
$260K
GC
4453
GFG Capital
Florida
$259K
BWMG
4454
Barnes Wealth Management Group
California
$259K
FW
4455
Fairway Wealth
Ohio
$258K
LSL
4456
Legacy Solutions LLC
Pennsylvania
$257K
BFG
4457
Baron Financial Group
New Jersey
$257K
SWM
4458
Schwallier Wealth Management
Michigan
$256K
AV
4459
Aspiring Ventures
Ohio
$256K
FA
4460
Financial Avengers
California
$254K
VWM
4461
Vermillion Wealth Management
Minnesota
$254K
CAM
4462
Cobblestone Asset Management
Virginia
$254K
CWM
4463
CMH Wealth Management
New Hampshire
$253K
PPW
4464
PACK Private Wealth
Minnesota
$253K
CCA
4465
Corps Capital Advisors
Texas
$253K
FF
4466
Foronjy Financial
California
$252K
NCFG
4467
New Century Financial Group
New Jersey
$252K
RA
4468
RiverTree Advisors
Florida
$252K
1NWS
4469
1 North Wealth Services
Maryland
$252K
SPA
4470
Sentinel Pension Advisors
Massachusetts
$252K
SF
4471
Schaeffer Financial
Maryland
$252K
RPCA
4472
Running Point Capital Advisors
California
$251K
OC
4473
Optima Capital
Oregon
$249K
SWAG
4474
Spectrum Wealth Advisory Group
California
$248K
IWA
4475
Integrity Wealth Advisors
California
$248K