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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
PWP
2226
Precedent Wealth Partners
Texas
$3.96M
BWM
2227
Bernard Wealth Management
Michigan
$3.96M
CA
2228
Crewe Advisors
Utah
$3.95M
CP
2229
Cumberland Partners
Ontario, Canada
$3.95M
AA
2230
Advisory Alpha
Michigan
$3.94M
NHC
2231
Nicholas Hoffman & Company
Georgia
$3.94M
CWA
2232
Canvas Wealth Advisors
Kansas
$3.94M
BSAM
2233
Blue Square Asset Management
New York
$3.93M
MLA
2234
MB, Levis & Associates
Pennsylvania
$3.9M
BFG
2235
Berger Financial Group
Minnesota
$3.9M
ILI
2236
Invesco LLC (Illinois)
Illinois
$3.89M
AFC
2237
AFT Forsyth & Company
Florida
$3.89M
AP
2238
Advisors Preferred
Maryland
$3.88M
EWA
2239
Etesian Wealth Advisors
Oregon
$3.88M
NFA
2240
Northern Financial Advisors
Michigan
$3.87M
CA
2241
Cannon Advisors
North Carolina
$3.87M
WHC
2242
Wulff, Hansen & Co
California
$3.86M
CHJWM
2243
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.86M
VWS
2244
Virtus Wealth Solutions
New Jersey
$3.85M
EG
2245
Ellerson Group
Maryland
$3.85M
CPA
2246
Court Place Advisors
Maryland
$3.84M
VIA
2247
Victrix Investment Advisors
Florida
$3.84M
CWA
2248
Consilium Wealth Advisory
Texas
$3.84M
Aristotle Capital Management
2249
Aristotle Capital Management
California
$3.83M
GG
2250
Gleason Group
Kentucky
$3.83M