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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
HCM
1351
Hodges Capital Management
Texas
$10.8M
BA
1352
Bristlecone Advisors
Washington
$10.8M
CAM
1353
Columbia Asset Management
Michigan
$10.8M
GM
1354
GeoWealth Management
Illinois
$10.8M
CWP
1355
CFM Wealth Partners
Texas
$10.8M
RWM
1356
Rockline Wealth Management
New York
$10.8M
LFA
1357
Legacy Financial Advisors
Kentucky
$10.8M
EWA
1358
EverSource Wealth Advisors
Alabama
$10.8M
ST
1359
Somerset Trust
Pennsylvania
$10.8M
FCMT
1360
Founders Capital Management (Texas)
Texas
$10.8M
NP
1361
Nilsine Partners
Colorado
$10.8M
CCAM
1362
Codex Capital Asset Management
Texas
$10.8M
AC
1363
Arrow Capital
Australia
$10.7M
PTC
1364
Philadelphia Trust Company
Pennsylvania
$10.7M
NF
1365
Nikulski Financial
Iowa
$10.7M
WBC
1366
West Branch Capital
Massachusetts
$10.7M
CICC
1367
Capital Investment Counsel (Colorado)
Colorado
$10.7M
IAS
1368
Insigneo Advisory Services
Florida
$10.7M
NHT
1369
New Hampshire Trust
New Hampshire
$10.6M
GCM
1370
Genus Capital Management
British Columbia, Canada
$10.6M
CWA
1371
Clarity Wealth Advisors
California
$10.6M
AWA
1372
Aaron Wealth Advisors
Illinois
$10.6M
BBWA
1373
Bell & Brown Wealth Advisors
California
$10.6M
RCAG
1374
Rehmann Capital Advisory Group
Michigan
$10.6M
OWP
1375
Obermeyer Wealth Partners
Colorado
$10.5M