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JPMorgan Chase

4,678 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, 1,911 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
4,678
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
TF
4526
TME Financial
California
$216K
PWA
4527
Primoris Wealth Advisors
Florida
$215K
GF
4528
Goodman Financial
Texas
$215K
BIS
4529
BG Investment Services
Guam
$215K
AFWM
4530
Abich Financial Wealth Management
Virginia
$214K
SIA
4531
Spectrum Investment Advisors
Wisconsin
$213K
ACM
4532
Andina Capital Management
Utah
$213K
SP
4533
Sequent Planning
Nebraska
$213K
TBC
4534
Ted Buchan & Co
California
$213K
GWM
4535
Greenhouse Wealth Management
Connecticut
$213K
B
4536
BetterWealth
California
$213K
BC
4537
Brio Consultants
California
$212K
TR
4538
Tepp RIA
New Jersey
$212K
GCM
4539
Generation Capital Management
New York
$212K
GWM
4540
Guardian Wealth Management
Illinois
$212K
SFP
4541
Strategic Financial Partners
Oregon
$211K
CCM
4542
Carderock Capital Management
Maryland
$211K
KRW
4543
Kaufman Rossin Wealth
Florida
$210K
CA
4544
CV Advisors
Florida
$209K
VFIC
4545
Valley Forge Investment Consultants
Pennsylvania
$209K
SG
4546
Somerset Group
Minnesota
$208K
PM
4547
Penbrook Management
New York
$208K
CP
4548
Clarendon Private
Massachusetts
$208K
PF
4549
Penney Financial
Texas
$208K
BFP
4550
Beacon Financial Planning
Massachusetts
$207K