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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
BB
2201
Burford Brothers
Texas
$4.06M
FNBOH
2202
First National Bank of Hutchinson
Kansas
$4.05M
GSWM
2203
Golden State Wealth Management
California
$4.05M
VC
2204
Vicus Capital
Pennsylvania
$4.04M
BFA
2205
Brendel Financial Advisors
New Hampshire
$4.04M
MAMU
2206
Myriad Asset Management US
Florida
$4.03M
OWP
2207
ORG Wealth Partners
Texas
$4.02M
RPGK
2208
Retirement Planning Group (Kansas)
Kansas
$4.02M
MWM
2209
MGB Wealth Management
Texas
$4.01M
GWM
2210
Greenwich Wealth Management
Connecticut
$4.01M
AWM
2211
Ameliora Wealth Management
Switzerland
$4.01M
CIM
2212
Caldwell Investment Management
Ontario, Canada
$4.01M
CG
2213
Cynosure Group
Utah
$4.01M
HIMS
2214
Hager Investment Management Services
New Hampshire
$4M
CA
2215
CGN Advisors
Kansas
$4M
ACM
2216
Allred Capital Management
Texas
$4M
WA
2217
WBH Advisory
Maryland
$3.99M
AWA
2218
Acorn Wealth Advisors
Michigan
$3.99M
MCM
2219
Monument Capital Management
Virginia
$3.99M
JWM
2220
Jeppson Wealth Management
California
$3.98M
CPSC
2221
Carl P. Sherr & Co
Massachusetts
$3.97M
AA
2222
Aire Advisors
California
$3.97M
MASUI
2223
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.97M
EBWM
2224
Eagle Bluffs Wealth Management
Missouri
$3.97M
PWC
2225
PYA Waltman Capital
Tennessee
$3.96M