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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
RHP
2176
Royal Harbor Partners
Texas
$4.22M
WA
2177
Wealth Architects
California
$4.21M
WA
2178
Waddell & Associates
Tennessee
$4.2M
AWA
2179
Alta Wealth Advisors
Massachusetts
$4.2M
NAMP
2180
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.2M
ALAM
2181
Asahi Life Asset Management
Japan
$4.2M
SFS
2182
Stiles Financial Services
Minnesota
$4.19M
LWP
2183
LMG Wealth Partners
Louisiana
$4.19M
TPW
2184
Turn8 Private Wealth
$4.19M
SAMT
2185
Select Asset Management & Trust
Pennsylvania
$4.18M
GWM
2186
GSB Wealth Management
Connecticut
$4.18M
WCM
2187
Winthrop Capital Management
Indiana
$4.17M
LA
2188
LM Advisors
California
$4.15M
PCA
2189
Purkiss Capital Advisors
Connecticut
$4.14M
CIM
2190
Chapman Investment Management
California
$4.14M
GFPC
2191
Global Financial Private Client
Florida
$4.13M
BFA
2192
Benedict Financial Advisors
Georgia
$4.12M
TIA
2193
Traphagen Investment Advisors
New Jersey
$4.12M
AWC
2194
Abundance Wealth Counselors
Pennsylvania
$4.11M
GC
2195
Guardian Capital
Ontario, Canada
$4.11M
OHWP
2196
Oak Harbor Wealth Partners
North Carolina
$4.11M
HBT
2197
Heartland Bank & Trust
Illinois
$4.11M
PBO
2198
Peoples Bank (Ohio)
Ohio
$4.11M
UM
2199
Ulysses Management
New York
$4.1M
EAM
2200
EULAV Asset Management
Florida
$4.1M