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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 increasing their positions, 2,102 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

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

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
SAM
4601
Sherman Asset Management
California
$180K
APW
4602
Acima Private Wealth
Virginia
$179K
CWM
4603
Copia Wealth Management
Oregon
$179K
WFA
4604
West Financial Advisors
Iowa
$179K
HHGA
4605
Halbert Hargrove Global Advisors
California
$174K
HCM
4606
Horrell Capital Management
Arkansas
$173K
TWD
4607
True Wealth Design
Ohio
$166K
AAG
4608
Accordant Advisory Group
Maryland
$158K
MFT
4609
Moisand Fitzgerald Tamayo
Florida
$156K
DCM
4610
Davis Capital Management
Florida
$156K
VWWMG
4611
Vermillion & White Wealth Management Group
Pennsylvania
$147K
ICM
4612
Islay Capital Management
Texas
$147K
FGAM
4613
Financial Gravity Asset Management
Texas
$145K
MWA
4614
Miller Wealth Advisors
Colorado
$136K
PPA
4615
Painted Porch Advisors
California
$136K
MSG
4616
Main Street Group
Virginia
$135K
IWM
4617
Inlight Wealth Management
Georgia
$135K
RTL
4618
Red Tortoise LLC
Georgia
$130K
PP
4619
Pingora Partners
Wyoming
$125K
LWMI
4620
Legacy Wealth Management (Idaho)
Idaho
$122K
DPW
4621
DiNuzzo Private Wealth
Pennsylvania
$122K
CW
4622
Curio Wealth
Maryland
$120K
EWM
4623
Evolution Wealth Management
Florida
$116K
BFS
4624
Bare Financial Services
Pennsylvania
$113K
FCG
4625
Financial Connections Group
California
$108K