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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
BWM
4476
BAM Wealth Management
Colorado
$248K
CFSG
4477
Clark Financial Services Group
Missouri
$247K
OWM
4478
Opes Wealth Management
California
$246K
PAM
4479
PVG Asset Management
Colorado
$246K
SSIM
4480
Sheets Smith Investment Management
Texas
$246K
SWA
4481
Sightline Wealth Advisors
Connecticut
$246K
MGWA
4482
Monument Group Wealth Advisors
Massachusetts
$246K
OFP
4483
OFC Financial Planning
New Jersey
$245K
EMB
4484
Elefante Mark B
$244K
WWA
4485
Wingate Wealth Advisors
Massachusetts
$243K
NPAN
4486
Northeast Planning Associates NH
New Hampshire
$243K
PC
4487
Promus Capital
Illinois
$242K
DJYG
4488
David J. Yvars Group
Florida
$242K
EI
4489
eCIO Inc
Wisconsin
$242K
TSMHT
4490
Thurston Springer Miller Herd & Titak
Indiana
$242K
WA
4491
WPG Advisers
Maryland
$240K
TCM
4492
Tran Capital Management
California
$238K
NBWM
4493
North Berkeley Wealth Management
California
$238K
CISOA
4494
Capital Investment Services of America
Wisconsin
$237K
CEI
4495
Clark Estates Inc
New York
$237K
OWCM
4496
One Wealth Capital Management
Arizona
$236K
PIA
4497
Petredis Investment Advisors
Pennsylvania
$236K
BFP
4498
Briaud Financial Planning
Texas
$236K
MFA
4499
Millington Financial Advisors
Illinois
$235K
T
4500
Tidemark
California
$235K