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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
EW
2076
Elyxium Wealth
California
$4.71M
MGWM
2077
Marks Group Wealth Management
Minnesota
$4.7M
IIA
2078
Integral Investment Advisors
California
$4.7M
CP
2079
Canopy Partners
Ohio
$4.7M
MPW
2080
MASECO Private Wealth
$4.69M
VWM
2081
VCI Wealth Management
Missouri
$4.69M
AWM
2082
Aberdeen Wealth Management
Illinois
$4.68M
FFS
2083
Flavin Financial Services
Florida
$4.68M
TAP
2084
Tounjian Advisory Partners
Florida
$4.68M
REMPR
2085
Roof Eidam Maycock Peralta (REMP)
California
$4.67M
BCM
2086
Brasada Capital Management
Texas
$4.66M
SGI
2087
Summit Global Investments
Utah
$4.66M
BCFD
2088
Boit C.F. David
$4.65M
QWP
2089
Quotient Wealth Partners
Texas
$4.64M
HCM
2090
Hicks Capital Management
Ohio
$4.63M
QPWM
2091
Quadrant Private Wealth Management
Pennsylvania
$4.63M
BCI
2092
Blue Capital Inc
Nebraska
$4.61M
NF
2093
Nvest Financial
New Hampshire
$4.61M
CFG
2094
Chapman Financial Group
Hawaii
$4.61M
PFSC
2095
Peoples Financial Services Corp
Pennsylvania
$4.6M
SICM
2096
Sustainable Insight Capital Management
New York
$4.6M
PWM
2097
Peterson Wealth Management
Nevada
$4.6M
OBWG
2098
Onyx Bridge Wealth Group
New York
$4.59M
MWP
2099
Meriwether Wealth & Planning
Louisiana
$4.59M
PF
2100
Prosperitas Financial
California
$4.59M