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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
BFG
1251
Beacon Financial Group
Texas
$12.6M
WKWM
1252
Walter & Keenan Wealth Management
Indiana
$12.6M
PFBT
1253
Parkside Financial Bank & Trust
Missouri
$12.6M
BP
1254
Broadleaf Partners
Ohio
$12.5M
FWP
1255
FAS Wealth Partners
Kansas
$12.5M
CC
1256
Constitution Capital
Connecticut
$12.5M
CAG
1257
Csenge Advisory Group
Florida
$12.5M
AMM
1258
American Money Management
California
$12.5M
MFS
1259
Mirabella Financial Services
United Kingdom
$12.5M
WWM
1260
Western Wealth Management
Colorado
$12.5M
AG
1261
Advocate Group
Minnesota
$12.4M
CA
1262
Claro Advisors
Massachusetts
$12.4M
GWMIA
1263
Global Wealth Management Investment Advisory
Florida
$12.4M
SPG
1264
Strategic Planning Group
Utah
$12.4M
LT
1265
Legacy Trust
Michigan
$12.3M
GCA
1266
Greenwood Capital Associates
South Carolina
$12.3M
WCA
1267
Waratah Capital Advisors
Ontario, Canada
$12.3M
BCCM
1268
Bridge Creek Capital Management
Massachusetts
$12.3M
BCPWM
1269
Bradley & Co Private Wealth Management
Florida
$12.3M
VFM
1270
Viking Fund Management
North Dakota
$12.3M
AWA
1271
Arete Wealth Advisors
Illinois
$12.3M
TIP
1272
Torray Investment Partners
Maryland
$12.3M
FC
1273
Fusion Capital
South Carolina
$12.2M
SA
1274
Strategic Advisors
New York
$12.2M
LSWM
1275
Lorne Steinberg Wealth Management
Canada
$12.2M