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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
CP
2076
Canopy Partners
Ohio
$4.7M
MPW
2077
MASECO Private Wealth
$4.69M
VWM
2078
VCI Wealth Management
Missouri
$4.69M
AWM
2079
Aberdeen Wealth Management
Illinois
$4.68M
FFS
2080
Flavin Financial Services
Florida
$4.68M
TAP
2081
Tounjian Advisory Partners
Florida
$4.68M
REMPR
2082
Roof Eidam Maycock Peralta (REMP)
California
$4.67M
BCM
2083
Brasada Capital Management
Texas
$4.66M
SGI
2084
Summit Global Investments
Utah
$4.66M
BCFD
2085
Boit C.F. David
$4.65M
QWP
2086
Quotient Wealth Partners
Texas
$4.64M
HCM
2087
Hicks Capital Management
Ohio
$4.63M
QPWM
2088
Quadrant Private Wealth Management
Pennsylvania
$4.63M
BCI
2089
Blue Capital Inc
Nebraska
$4.61M
NF
2090
Nvest Financial
New Hampshire
$4.61M
CFG
2091
Chapman Financial Group
Hawaii
$4.61M
PFSC
2092
Peoples Financial Services Corp
Pennsylvania
$4.6M
SICM
2093
Sustainable Insight Capital Management
New York
$4.6M
PWM
2094
Peterson Wealth Management
Nevada
$4.6M
OBWG
2095
Onyx Bridge Wealth Group
New York
$4.59M
MWP
2096
Meriwether Wealth & Planning
Louisiana
$4.59M
PF
2097
Prosperitas Financial
California
$4.59M
RMP
2098
Richards, Merrill & Peterson
Washington
$4.58M
AA
2099
Alta Advisers
United Kingdom
$4.58M
WC
2100
Weil Company
California
$4.58M