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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
HAG
2026
HF Advisory Group
Maryland
$4.98M
BWM
2027
BCGM Wealth Management
Indiana
$4.98M
DA
2028
Dillon & Associates
Michigan
$4.95M
CIAS
2029
CFS Investment Advisory Services
New Jersey
$4.95M
TGAM
2030
TBH Global Asset Management
Tennessee
$4.95M
UWPG
2031
Ullmann Wealth Partners Group
Florida
$4.94M
CCFM
2032
Clear Creek Financial Management
Washington
$4.93M
FCCM
2033
First City Capital Management
Georgia
$4.93M
EA
2034
Eclectic Associates
California
$4.93M
MA
2035
MJP Associates
Connecticut
$4.92M
IF
2036
Ironwood Financial
Arizona
$4.91M
JWM
2037
JPL Wealth Management
Colorado
$4.9M
CCG
2038
Chatham Capital Group
Georgia
$4.89M
MC
2039
Martin & Co
Tennessee
$4.89M
BFO
2040
Biltmore Family Office
North Carolina
$4.88M
CWM
2041
Centric Wealth Management
Illinois
$4.88M
HFP
2042
Holistic Financial Partners
Indiana
$4.88M
CIM
2043
Cambria Investment Management
California
$4.88M
PWM
2044
Purus Wealth Management
California
$4.88M
RE
2045
Rydar Equities
Texas
$4.87M
IF
2046
Integrity Financial
Wyoming
$4.87M
ACM
2047
Accent Capital Management
Ohio
$4.86M
TWA
2048
TCI Wealth Advisors
Arizona
$4.86M
HVP
2049
Hudson Value Partners
Florida
$4.86M
DAL
2050
Delta Accumulation LLC
California
$4.85M