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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
PEA
2151
Park Edge Advisors
Ohio
$4.35M
MWM
2152
Marion Wealth Management
Pennsylvania
$4.35M
LIM
2153
Loudon Investment Management
New Hampshire
$4.34M
PMA
2154
Prudent Man Advisors
Illinois
$4.32M
FWP
2155
Falcon Wealth Planning
California
$4.32M
FFA
2156
Florida Financial Advisors
Florida
$4.32M
OMC
2157
Overbrook Management Corp
New York
$4.3M
AFS
2158
Aft Forsyth & Sober
Florida
$4.29M
SIC
2159
Sterling Investment Counsel
New York
$4.28M
WAAG
2160
Wealth Alliance Advisory Group
Kansas
$4.28M
SWMP
2161
Signature Wealth Management Partners
New Jersey
$4.27M
CA
2162
Cornerstone Advisory
Maryland
$4.26M
AM
2163
Account Management
Massachusetts
$4.26M
IIL
2164
Insight Inv LLC
California
$4.26M
RWS
2165
Resolute Wealth Strategies
Mississippi
$4.26M
OCPWS
2166
One Charles Private Wealth Services
Massachusetts
$4.25M
TCPW
2167
Twin City Private Wealth
North Carolina
$4.24M
SIA
2168
Schear Investment Advisers
Ohio
$4.24M
AIC
2169
Argus Investors Counsel
New York
$4.24M
JSAM
2170
J. Safra Asset Management
New York
$4.23M
HCM
2171
Highview Capital Management
Illinois
$4.22M
AT
2172
Arlington Trust
Alabama
$4.22M
RHP
2173
Royal Harbor Partners
Texas
$4.22M
WA
2174
Wealth Architects
California
$4.21M
WA
2175
Waddell & Associates
Tennessee
$4.2M