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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
CIAS
2026
CFS Investment Advisory Services
New Jersey
$4.95M
TGAM
2027
TBH Global Asset Management
Tennessee
$4.95M
UWPG
2028
Ullmann Wealth Partners Group
Florida
$4.94M
CCFM
2029
Clear Creek Financial Management
Washington
$4.93M
FCCM
2030
First City Capital Management
Georgia
$4.93M
EA
2031
Eclectic Associates
California
$4.93M
MA
2032
MJP Associates
Connecticut
$4.92M
IF
2033
Ironwood Financial
Arizona
$4.91M
JWM
2034
JPL Wealth Management
Colorado
$4.9M
CCG
2035
Chatham Capital Group
Georgia
$4.89M
MC
2036
Martin & Co
Tennessee
$4.89M
BFO
2037
Biltmore Family Office
North Carolina
$4.88M
CWM
2038
Centric Wealth Management
Illinois
$4.88M
HFP
2039
Holistic Financial Partners
Indiana
$4.88M
CIM
2040
Cambria Investment Management
California
$4.88M
PWM
2041
Purus Wealth Management
California
$4.88M
RE
2042
Rydar Equities
Texas
$4.87M
IF
2043
Integrity Financial
Wyoming
$4.87M
ACM
2044
Accent Capital Management
Ohio
$4.86M
TWA
2045
TCI Wealth Advisors
Arizona
$4.86M
HVP
2046
Hudson Value Partners
Florida
$4.86M
DAL
2047
Delta Accumulation LLC
California
$4.85M
TTIC
2048
Tower Trust & Investment Company
Iowa
$4.85M
GAM
2049
Grandview Asset Management
Pennsylvania
$4.83M
NI
2050
Natural Investments
California
$4.83M