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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
4576
SK Wealth Management
Rhode Island
$217K
FHWM
4577
Fox Hill Wealth Management
Massachusetts
$217K
RW
4578
REDW Wealth
New Mexico
$217K
CIM
4579
Confluence Investment Management
Missouri
$216K
TF
4580
TME Financial
California
$216K
PWA
4581
Primoris Wealth Advisors
Florida
$215K
GF
4582
Goodman Financial
Texas
$215K
BIS
4583
BG Investment Services
Guam
$215K
AFWM
4584
Abich Financial Wealth Management
Virginia
$214K
SIA
4585
Spectrum Investment Advisors
Wisconsin
$213K
ACM
4586
Andina Capital Management
Utah
$213K
SP
4587
Sequent Planning
Nebraska
$213K
TBC
4588
Ted Buchan & Co
California
$213K
GWM
4589
Greenhouse Wealth Management
Connecticut
$213K
B
4590
BetterWealth
California
$213K
BC
4591
Brio Consultants
California
$212K
TR
4592
Tepp RIA
New Jersey
$212K
GCM
4593
Generation Capital Management
New York
$212K
GWMI
4594
Guardian Wealth Management (Illinois)
Illinois
$212K
SFP
4595
Strategic Financial Partners
Oregon
$211K
CCM
4596
Carderock Capital Management
Maryland
$211K
KRW
4597
Kaufman Rossin Wealth
Florida
$210K
CA
4598
CV Advisors
Florida
$209K
VFIC
4599
Valley Forge Investment Consultants
Pennsylvania
$209K
SG
4600
Somerset Group
Minnesota
$208K