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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
HWP
2101
Highline Wealth Partners
California
$4.58M
PWAM
2102
Pinnacle West Asset Management
Wyoming
$4.57M
HIIFS
2103
Harel Insurance Investments & Financial Services
Israel
$4.57M
PWMG
2104
Prestige Wealth Management Group
New Jersey
$4.57M
JHCP
2105
Jackson Hole Capital Partners
Oklahoma
$4.57M
SI
2106
Saxon Interests
Texas
$4.55M
EAM
2107
Empirical Asset Management
Massachusetts
$4.55M
TAM
2108
Titleist Asset Management
Texas
$4.54M
WCM
2109
Weik Capital Management
Pennsylvania
$4.53M
MIM
2110
Marshall Investment Management
Colorado
$4.53M
EPIME
2111
Evelyn Partners Investment Management (Europe)
$4.52M
GSWM
2112
Greenup Street Wealth Management
Michigan
$4.51M
TAFW
2113
Tred Avon Family Wealth
Maryland
$4.51M
BAM
2114
BOS Asset Management
Illinois
$4.49M
MPWS
2115
McCarter Private Wealth Services
Massachusetts
$4.49M
SEP
2116
Southland Equity Partners
Missouri
$4.49M
PWA
2117
Phoenix Wealth Advisors
North Carolina
$4.48M
SC
2118
Sawyer & Company
Massachusetts
$4.48M
AIA
2119
Affinity Investment Advisors
California
$4.48M
KJWM
2120
Kiley Juergens Wealth Management
Washington
$4.48M
CPC
2121
Congress Park Capital
New York
$4.47M
RWP
2122
Revolve Wealth Partners
New Jersey
$4.47M
PCH
2123
PGIM Custom Harvest
New Jersey
$4.47M
JFG
2124
Jefferies Financial Group
New York
$4.47M
WG
2125
Winton Group
United Kingdom
$4.46M