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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
PFA
4526
Pettinga Financial Advisors
Indiana
$222K
TWM
4527
TSA Wealth Management
Texas
$221K
PD
4528
Planning Directions
Pennsylvania
$221K
VFG
4529
V2 Financial group
Illinois
$221K
FAM
4530
Forte Asset Management
New York
$221K
VWA
4531
Valued Wealth Advisors
Utah
$220K
LAM
4532
Lingohr Asset Management
Germany
$220K
PFA
4533
Peak Financial Advisors
Colorado
$219K
AAMC
4534
Asset Allocation & Management Company
Illinois
$219K
FTA
4535
Financial & Tax Architects
Missouri
$219K
HOWA
4536
Heritage Oak Wealth Advisors
Florida
$219K
ODFS
4537
O'Donnell Financial Services
California
$219K
FWWM
4538
Fiscal Wisdom Wealth Management
Connecticut
$219K
BWG
4539
Beta Wealth Group
California
$217K
SWM
4540
SK Wealth Management
Rhode Island
$217K
FHWM
4541
Fox Hill Wealth Management
Massachusetts
$217K
RW
4542
REDW Wealth
New Mexico
$217K
CIM
4543
Confluence Investment Management
Missouri
$216K
TF
4544
TME Financial
California
$216K
PWA
4545
Primoris Wealth Advisors
Florida
$215K
GF
4546
Goodman Financial
Texas
$215K
BIS
4547
BG Investment Services
Guam
$215K
AFWM
4548
Abich Financial Wealth Management
Virginia
$214K
SIA
4549
Spectrum Investment Advisors
Wisconsin
$213K
ACM
4550
Andina Capital Management
Utah
$213K