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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
EFA
1976
Edge Financial Advisors
Illinois
$5.31M
BSA
1977
Bull Street Advisors
Georgia
$5.31M
WFG
1978
Wills Financial Group
Virginia
$5.3M
CWM
1979
Crowley Wealth Management
Delaware
$5.29M
WGC
1980
Watts Gwilliam & Co
Arizona
$5.27M
CPIA
1981
Cornell Pochily Investment Advisors
New York
$5.27M
VFM
1982
Vision Financial Markets
Connecticut
$5.27M
FPWM
1983
FSB Premier Wealth Management
Iowa
$5.27M
SC
1984
Searle & Co
Connecticut
$5.27M
ATWA
1985
Arbor Trust Wealth Advisors
Michigan
$5.26M
AFA
1986
Antonelli Financial Advisors
Michigan
$5.25M
MCA
1987
Magnolia Capital Advisors
Mississippi
$5.24M
GI
1988
GS Investments
Minnesota
$5.24M
PPC
1989
Park Place Capital
Alabama
$5.24M
VCP
1990
Verus Capital Partners
Arizona
$5.23M
TWM
1991
Tradition Wealth Management
Minnesota
$5.21M
KM
1992
KP Management
Minnesota
$5.21M
CBT
1993
Central Bank & Trust
Kentucky
$5.21M
SAM
1994
Sawgrass Asset Management
Florida
$5.2M
TCM
1995
Tandem Capital Management
New Jersey
$5.19M
IA
1996
Integrity Alliance
Iowa
$5.19M
FWA
1997
FSM Wealth Advisors
Ohio
$5.18M
ICP
1998
Interchange Capital Partners
Pennsylvania
$5.18M
CPBTD
1999
Central Pacific Bank - Trust Division
Hawaii
$5.18M
OL
2000
Optas LLC
Texas
$5.17M