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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
SP
4551
Sequent Planning
Nebraska
$213K
TBC
4552
Ted Buchan & Co
California
$213K
GWM
4553
Greenhouse Wealth Management
Connecticut
$213K
B
4554
BetterWealth
California
$213K
BC
4555
Brio Consultants
California
$212K
TR
4556
Tepp RIA
New Jersey
$212K
GCM
4557
Generation Capital Management
New York
$212K
GWM
4558
Guardian Wealth Management
Illinois
$212K
SFP
4559
Strategic Financial Partners
Oregon
$211K
CCM
4560
Carderock Capital Management
Maryland
$211K
KRW
4561
Kaufman Rossin Wealth
Florida
$210K
CA
4562
CV Advisors
Florida
$209K
VFIC
4563
Valley Forge Investment Consultants
Pennsylvania
$209K
SG
4564
Somerset Group
Minnesota
$208K
PM
4565
Penbrook Management
New York
$208K
CP
4566
Clarendon Private
Massachusetts
$208K
PF
4567
Penney Financial
Texas
$208K
BFP
4568
Beacon Financial Planning
Massachusetts
$207K
MAV
4569
Mason & Associates (Virginia)
Virginia
$207K
CCMI
4570
Creative Capital Management Investments
California
$207K
CIM
4571
Corbyn Investment Management
Maryland
$207K
SS
4572
Sound Stewardship
Kansas
$207K
CIS
4573
Continental Investors Services
Washington
$205K
MWP
4574
Meredith Wealth Planning
Illinois
$204K
TWM
4575
Trinity Wealth Management
Pennsylvania
$204K