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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
FDS
2151
First Dallas Securities
Texas
$4.36M
BCM
2152
Beck Capital Management
Texas
$4.36M
LCGC
2153
Legacy Capital Group California
California
$4.35M
PEA
2154
Park Edge Advisors
Ohio
$4.35M
MWM
2155
Marion Wealth Management
Pennsylvania
$4.35M
LIM
2156
Loudon Investment Management
New Hampshire
$4.34M
PMA
2157
Prudent Man Advisors
Illinois
$4.32M
FWP
2158
Falcon Wealth Planning
California
$4.32M
FFA
2159
Florida Financial Advisors
Florida
$4.32M
OMC
2160
Overbrook Management Corp
New York
$4.3M
AFS
2161
Aft Forsyth & Sober
Florida
$4.29M
SIC
2162
Sterling Investment Counsel
New York
$4.28M
WAAG
2163
Wealth Alliance Advisory Group
Kansas
$4.28M
SWMP
2164
Signature Wealth Management Partners
New Jersey
$4.27M
CA
2165
Cornerstone Advisory
Maryland
$4.26M
AM
2166
Account Management
Massachusetts
$4.26M
IIL
2167
Insight Inv LLC
California
$4.26M
RWS
2168
Resolute Wealth Strategies
Mississippi
$4.26M
OCPWS
2169
One Charles Private Wealth Services
Massachusetts
$4.25M
TCPW
2170
Twin City Private Wealth
North Carolina
$4.24M
SIA
2171
Schear Investment Advisers
Ohio
$4.24M
AIC
2172
Argus Investors Counsel
New York
$4.24M
JSAM
2173
J. Safra Asset Management
New York
$4.23M
HCM
2174
Highview Capital Management
Illinois
$4.22M
AT
2175
Arlington Trust
Alabama
$4.22M