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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
BWM
1926
BKM Wealth Management
Wisconsin
$5.64M
RMAM
1927
Raab & Moskowitz Asset Management
New Jersey
$5.61M
GWM
1928
Graybill Wealth Management
Illinois
$5.6M
4WM
1929
44 Wealth Management
Oregon
$5.6M
OIS
1930
Okabena Investment Services
Minnesota
$5.6M
ZBNA
1931
Zions Bancorporation, National Association
Utah
$5.59M
RFA
1932
Resurgent Financial Advisors
Georgia
$5.58M
ABWM
1933
Alpine Bank Wealth Management
Colorado
$5.58M
OC
1934
Opinicus Capital
Florida
$5.57M
AIC
1935
Archer Investment Corporation
Indiana
$5.57M
GGHC
1936
Gilder Gagnon Howe & Co
New York
$5.57M
QWM
1937
Quadcap Wealth Management
Texas
$5.57M
WA
1938
WP Advisors
California
$5.56M
LRWA
1939
Long Run Wealth Advisors
New York
$5.55M
TIA
1940
Tiemann Investment Advisors
California
$5.55M
MM
1941
Morangie Management
Florida
$5.55M
FCFC
1942
First Commonwealth Financial Corp
Pennsylvania
$5.55M
AWM
1943
Affinity Wealth Management
Delaware
$5.55M
AWM
1944
Aries Wealth Management
Maine
$5.54M
HFBOT
1945
Home Federal Bank of Tennessee
Tennessee
$5.53M
AAM
1946
Aureus Asset Management
Massachusetts
$5.53M
WCM
1947
Weaver Capital Management
Georgia
$5.53M
CAC
1948
Certified Advisory Corp
Florida
$5.53M
FUBT
1949
First United Bank & Trust
Maryland
$5.52M
BCM
1950
Buckhead Capital Management
Georgia
$5.51M