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JPMorgan Chase

4,697 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, 2,102 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943911 (-32)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
911
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
AF
1351
Advisornet Financial
Minnesota
$10.9M
TPA
1352
Trivium Point Advisory
Connecticut
$10.9M
HCM
1353
Hodges Capital Management
Texas
$10.8M
BA
1354
Bristlecone Advisors
Washington
$10.8M
CAM
1355
Columbia Asset Management
Michigan
$10.8M
GM
1356
GeoWealth Management
Illinois
$10.8M
CWP
1357
CFM Wealth Partners
Texas
$10.8M
RWM
1358
Rockline Wealth Management
New York
$10.8M
LFA
1359
Legacy Financial Advisors
Kentucky
$10.8M
EWA
1360
EverSource Wealth Advisors
Alabama
$10.8M
ST
1361
Somerset Trust
Pennsylvania
$10.8M
FCMT
1362
Founders Capital Management (Texas)
Texas
$10.8M
NP
1363
Nilsine Partners
Colorado
$10.8M
CCAM
1364
Codex Capital Asset Management
Texas
$10.8M
AC
1365
Arrow Capital
Australia
$10.7M
PTC
1366
Philadelphia Trust Company
Pennsylvania
$10.7M
NF
1367
Nikulski Financial
Iowa
$10.7M
WBC
1368
West Branch Capital
Massachusetts
$10.7M
CICC
1369
Capital Investment Counsel (Colorado)
Colorado
$10.7M
IAS
1370
Insigneo Advisory Services
Florida
$10.7M
NHT
1371
New Hampshire Trust
New Hampshire
$10.6M
GCM
1372
Genus Capital Management
British Columbia, Canada
$10.6M
CWA
1373
Clarity Wealth Advisors
California
$10.6M
AWA
1374
Aaron Wealth Advisors
Illinois
$10.6M
BBWA
1375
Bell & Brown Wealth Advisors
California
$10.6M