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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
TS
2251
TradeWell Securities
Indiana
$3.83M
S
2252
Sunpointe
Missouri
$3.83M
WMP
2253
Wealth Management Partners
Arizona
$3.8M
LWA
2254
Lantern Wealth Advisors
New York
$3.78M
STAS
2255
Strong Tower Advisory Services
Minnesota
$3.78M
BWP
2256
BSW Wealth Partners
Colorado
$3.78M
CAM
2257
Cozad Asset Management
Illinois
$3.78M
EHWM
2258
Eads & Heald Wealth Management
Georgia
$3.77M
OIA
2259
Optimum Investment Advisors
Illinois
$3.77M
MCM
2260
Manchester Capital Management
Vermont
$3.76M
DTC
2261
Davidson Trust Company
Washington
$3.75M
LA
2262
Lindenwold Advisors
Pennsylvania
$3.75M
GCA
2263
Gallagher Capital Advisors
Texas
$3.74M
OCM
2264
Orleans Capital Management
Louisiana
$3.74M
FH
2265
FWG Holdings
Florida
$3.73M
SFS
2266
Security Financial Services
Indiana
$3.73M
PFM
2267
Patton Fund Management
Texas
$3.72M
MCM
2268
Morton Capital Management
California
$3.72M
IC
2269
Inscription Capital
Texas
$3.72M
AI
2270
Axecap Investments
Ohio
$3.71M
FCM
2271
Fieldview Capital Management
Michigan
$3.71M
FI
2272
Finivi Inc.
Massachusetts
$3.7M
LWM
2273
Lakeridge Wealth Management
Ohio
$3.7M
KC
2274
Kepler Cheuvreux
$3.7M
WDC
2275
Woodward Diversified Capital
California
$3.69M