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JPMorgan Chase

4,680 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, 1,913 increasing their positions, 2,091 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:

1.08% less ownership

Funds ownership: 72.1%71.02% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 940909 (-31)

12% less call options, than puts

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

Holders
4,680
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
SFA
4501
Seneca Financial Advisors
New York
$225K
TSW
4502
Three Seasons Wealth
Utah
$225K
AWMNY
4503
Arcadia Wealth Management (New York)
New York
$224K
WAM
4504
WFA Asset Management
Wisconsin
$223K
CWA
4505
Cornerstone Wealth Advisors
Minnesota
$223K
FCMC
4506
Founders Capital Management (Connecticut)
Connecticut
$223K
MFS
4507
Miller Financial Services
Michigan
$223K
RIG
4508
Renaissance Investment Group
Massachusetts
$223K
SCA
4509
Stuart Chaussee & Associates
California
$222K
PFA
4510
Pettinga Financial Advisors
Indiana
$222K
TWM
4511
TSA Wealth Management
Texas
$221K
PD
4512
Planning Directions
Pennsylvania
$221K
FAM
4513
Forte Asset Management
New York
$221K
VFG
4514
V2 Financial group
Illinois
$221K
VWA
4515
Valued Wealth Advisors
Utah
$220K
LAM
4516
Lingohr Asset Management
Germany
$220K
PFA
4517
Peak Financial Advisors
Colorado
$219K
AAMC
4518
Asset Allocation & Management Company
Illinois
$219K
FTA
4519
Financial & Tax Architects
Missouri
$219K
ODFS
4520
O'Donnell Financial Services
California
$219K
HOWA
4521
Heritage Oak Wealth Advisors
Florida
$219K
FWWM
4522
Fiscal Wisdom Wealth Management
Connecticut
$219K
BWG
4523
Beta Wealth Group
California
$217K
SWM
4524
SK Wealth Management
Rhode Island
$217K
FHWM
4525
Fox Hill Wealth Management
Massachusetts
$217K