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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
HCM
4601
Horrell Capital Management
Arkansas
$173K
TWD
4602
True Wealth Design
Ohio
$166K
AAG
4603
Accordant Advisory Group
Maryland
$158K
MFT
4604
Moisand Fitzgerald Tamayo
Florida
$156K
DCM
4605
Davis Capital Management
Florida
$156K
VWWMG
4606
Vermillion & White Wealth Management Group
Pennsylvania
$147K
ICM
4607
Islay Capital Management
Texas
$147K
FGAM
4608
Financial Gravity Asset Management
Texas
$145K
MWA
4609
Miller Wealth Advisors
Colorado
$136K
PPA
4610
Painted Porch Advisors
California
$136K
MSG
4611
Main Street Group
Virginia
$135K
IWM
4612
Inlight Wealth Management
Georgia
$135K
RTL
4613
Red Tortoise LLC
Georgia
$130K
PP
4614
Pingora Partners
Wyoming
$125K
LWMI
4615
Legacy Wealth Management (Idaho)
Idaho
$122K
DPW
4616
DiNuzzo Private Wealth
Pennsylvania
$122K
CW
4617
Curio Wealth
Maryland
$120K
EWM
4618
Evolution Wealth Management
Florida
$116K
BFS
4619
Bare Financial Services
Pennsylvania
$113K
FCG
4620
Financial Connections Group
California
$108K
DWA
4621
Delos Wealth Advisors
Texas
$102K
CMA
4622
Cedar Mountain Advisors
Oregon
$101K
NCM
4623
Northwest Capital Management
Oregon
$101K
HA
4624
Heartland Advisors
Wisconsin
$99.7K
RF
4625
Robbins Farley
New Hampshire
$99.4K