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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
AW
2201
Alaethes Wealth
Nevada
$4.09M
MA
2202
MCF Advisors
Kentucky
$4.08M
CPWA
2203
Cerro Pacific Wealth Advisors
California
$4.08M
BB
2204
Burford Brothers
Texas
$4.06M
FNBOH
2205
First National Bank of Hutchinson
Kansas
$4.05M
GSWM
2206
Golden State Wealth Management
California
$4.05M
VC
2207
Vicus Capital
Pennsylvania
$4.04M
BFA
2208
Brendel Financial Advisors
New Hampshire
$4.04M
MAMU
2209
Myriad Asset Management US
Florida
$4.03M
OWP
2210
ORG Wealth Partners
Texas
$4.02M
RPGK
2211
Retirement Planning Group (Kansas)
Kansas
$4.02M
MWM
2212
MGB Wealth Management
Texas
$4.01M
GWM
2213
Greenwich Wealth Management
Connecticut
$4.01M
AWM
2214
Ameliora Wealth Management
Switzerland
$4.01M
CIM
2215
Caldwell Investment Management
Ontario, Canada
$4.01M
CG
2216
Cynosure Group
Utah
$4.01M
HIMS
2217
Hager Investment Management Services
New Hampshire
$4M
CA
2218
CGN Advisors
Kansas
$4M
ACM
2219
Allred Capital Management
Texas
$4M
WA
2220
WBH Advisory
Maryland
$3.99M
AWA
2221
Acorn Wealth Advisors
Michigan
$3.99M
MCM
2222
Monument Capital Management
Virginia
$3.99M
JWM
2223
Jeppson Wealth Management
California
$3.98M
CPSC
2224
Carl P. Sherr & Co
Massachusetts
$3.97M
AA
2225
Aire Advisors
California
$3.97M