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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
LWA
4476
Lifelong Wealth Advisors
Minnesota
$264K
BWA
4477
BCU Wealth Advisors
Illinois
$264K
AWA
4478
Archvest Wealth Advisors
California
$263K
FWM
4479
Fonville Wealth Management
Virginia
$262K
SWA
4480
ShankerValleau Wealth Advisors
Illinois
$262K
BT
4481
Brandywine Trust
Delaware
$262K
ACM
4482
Alamar Capital Management
California
$262K
IFA
4483
Independence Financial Advisors
New Hampshire
$261K
PCWA
4484
Pacific Capital Wealth Advisors
California
$261K
JWM
4485
Jacksonville Wealth Management
Florida
$261K
MAMG
4486
Milestone Asset Management Group
Connecticut
$260K
CDWM
4487
Campbell Deegan Wealth Management
Virginia
$260K
GC
4488
GFG Capital
Florida
$259K
BWMG
4489
Barnes Wealth Management Group
California
$259K
FW
4490
Fairway Wealth
Ohio
$258K
LSL
4491
Legacy Solutions LLC
Pennsylvania
$257K
BFG
4492
Baron Financial Group
New Jersey
$257K
SWM
4493
Schwallier Wealth Management
Michigan
$256K
AV
4494
Aspiring Ventures
Ohio
$256K
FA
4495
Financial Avengers
California
$254K
VWM
4496
Vermillion Wealth Management
Minnesota
$254K
CAM
4497
Cobblestone Asset Management
Virginia
$254K
CWM
4498
CMH Wealth Management
New Hampshire
$253K
PPW
4499
PACK Private Wealth
Minnesota
$253K
CCA
4500
Corps Capital Advisors
Texas
$253K