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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
SWM
1551
Scissortail Wealth Management
Oklahoma
$8.82M
CWM
1552
Connecticut Wealth Management
Connecticut
$8.8M
LC
1553
Lincoln Capital
Nebraska
$8.8M
CWAG
1554
Compton Wealth Advisory Group
Virginia
$8.77M
RZH
1555
Relyea Zuckerberg Hanson
Connecticut
$8.77M
CI
1556
Cavalier Investments
Georgia
$8.74M
RBC
1557
Romano Brothers & Co
Illinois
$8.74M
HIC
1558
Holderness Investments Company
North Carolina
$8.72M
HIM
1559
Hillsdale Investment Management
Ontario, Canada
$8.7M
BONH
1560
Bank of New Hampshire
New Hampshire
$8.69M
MIH
1561
Meitav Investment House
Israel
$8.69M
KA
1562
Kovack Advisors
Florida
$8.67M
KCP
1563
Kera Capital Partners
California
$8.63M
EW
1564
Evexia Wealth
Wisconsin
$8.62M
TCA
1565
Trifecta Capital Advisors
Illinois
$8.61M
FPF
1566
First Pacific Financial
Washington
$8.61M
MA
1567
Modus Advisors
Minnesota
$8.6M
DIA
1568
Dean Investment Associates
Ohio
$8.6M
BWM
1569
BNC Wealth Management
Oregon
$8.57M
KJHP
1570
K.J. Harrison & Partners
Ontario, Canada
$8.56M
DCM
1571
Delta Capital Management
New Jersey
$8.56M
APIM
1572
Agate Pass Investment Management
Washington
$8.56M
CI
1573
Cigna Investments
Connecticut
$8.55M
LA
1574
LVW Advisors
New York
$8.53M
EPW
1575
Evergreen Private Wealth
Colorado
$8.53M