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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
GWM
1926
Graybill Wealth Management
Illinois
$5.6M
4WM
1927
44 Wealth Management
Oregon
$5.6M
OIS
1928
Okabena Investment Services
Minnesota
$5.6M
ZBNA
1929
Zions Bancorporation, National Association
Utah
$5.59M
RFA
1930
Resurgent Financial Advisors
Georgia
$5.58M
ABWM
1931
Alpine Bank Wealth Management
Colorado
$5.58M
OC
1932
Opinicus Capital
Florida
$5.57M
AIC
1933
Archer Investment Corporation
Indiana
$5.57M
GGHC
1934
Gilder Gagnon Howe & Co
New York
$5.57M
QWM
1935
Quadcap Wealth Management
Texas
$5.57M
WA
1936
WP Advisors
California
$5.56M
LRWA
1937
Long Run Wealth Advisors
New York
$5.55M
TIA
1938
Tiemann Investment Advisors
California
$5.55M
MM
1939
Morangie Management
Florida
$5.55M
FCFC
1940
First Commonwealth Financial Corp
Pennsylvania
$5.55M
AWM
1941
Affinity Wealth Management
Delaware
$5.55M
AWM
1942
Aries Wealth Management
Maine
$5.54M
HFBOT
1943
Home Federal Bank of Tennessee
Tennessee
$5.53M
AAM
1944
Aureus Asset Management
Massachusetts
$5.53M
WCM
1945
Weaver Capital Management
Georgia
$5.53M
CAC
1946
Certified Advisory Corp
Florida
$5.53M
FUBT
1947
First United Bank & Trust
Maryland
$5.52M
BCM
1948
Buckhead Capital Management
Georgia
$5.51M
TPW
1949
Transatlantique Private Wealth
New York
$5.51M
GPFA
1950
Game Plan Financial Advisors
Ohio
$5.5M