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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
SLWA
1976
San Luis Wealth Advisors
California
$5.32M
IWA
1977
Invera Wealth Advisors
Oregon
$5.32M
EFA
1978
Edge Financial Advisors
Illinois
$5.31M
BSA
1979
Bull Street Advisors
Georgia
$5.31M
WFG
1980
Wills Financial Group
Virginia
$5.3M
CWM
1981
Crowley Wealth Management
Delaware
$5.29M
WGC
1982
Watts Gwilliam & Co
Arizona
$5.27M
CPIA
1983
Cornell Pochily Investment Advisors
New York
$5.27M
VFM
1984
Vision Financial Markets
Connecticut
$5.27M
FPWM
1985
FSB Premier Wealth Management
Iowa
$5.27M
SC
1986
Searle & Co
Connecticut
$5.27M
ATWA
1987
Arbor Trust Wealth Advisors
Michigan
$5.26M
AFA
1988
Antonelli Financial Advisors
Michigan
$5.25M
MCA
1989
Magnolia Capital Advisors
Mississippi
$5.24M
GI
1990
GS Investments
Minnesota
$5.24M
CAIM
1991
Catherine Avery Investment Management
Florida
$5.24M
PPC
1992
Park Place Capital
Alabama
$5.24M
VCP
1993
Verus Capital Partners
Arizona
$5.23M
TWM
1994
Tradition Wealth Management
Minnesota
$5.21M
KM
1995
KP Management
Minnesota
$5.21M
CBT
1996
Central Bank & Trust
Kentucky
$5.21M
SAM
1997
Sawgrass Asset Management
Florida
$5.2M
TCM
1998
Tandem Capital Management
New Jersey
$5.19M
IA
1999
Integrity Alliance
Iowa
$5.19M
FWA
2000
FSM Wealth Advisors
Ohio
$5.18M