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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
CV
2051
Counterweight Ventures
North Carolina
$4.83M
CWIG
2052
Chung Wu Investment Group
Texas
$4.83M
WFI
2053
West Family Investments
California
$4.82M
DBIA
2054
Dumont & Blake Investment Advisors
New Jersey
$4.81M
CS
2055
Crescent Sterling
Louisiana
$4.8M
SWA
2056
SFMG Wealth Advisors
Texas
$4.79M
CF
2057
Convergence Financial
Missouri
$4.79M
VCAM
2058
Van Cleef Asset Management
Ohio
$4.78M
KA
2059
KLCM Advisors
Wisconsin
$4.78M
AW
2060
Alteri Wealth
California
$4.77M
NL
2061
NVWM LLC
Pennsylvania
$4.76M
TPWM
2062
Twelve Points Wealth Management
Massachusetts
$4.75M
RIA
2063
Regal Investment Advisors
Michigan
$4.75M
EWM
2064
Elevatus Welath Management
New York
$4.75M
VRM
2065
Vectors Research Management
New York
$4.75M
ZI
2066
ZEGA Investments
Florida
$4.74M
SWMG
2067
Stillwater Wealth Management Group
Florida
$4.74M
FFS
2068
Founders Financial Securities
Maryland
$4.74M
BL
2069
Bleichroeder LP
New York
$4.73M
GS
2070
GTS Securities
New York
$4.73M
IHL
2071
Investment House LLC
California
$4.73M
LWM
2072
Lodestone Wealth Management
Washington
$4.72M
EW
2073
Elyxium Wealth
California
$4.71M
MGWM
2074
Marks Group Wealth Management
Minnesota
$4.7M
IIA
2075
Integral Investment Advisors
California
$4.7M