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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
CWA
2251
Consilium Wealth Advisory
Texas
$3.84M
Aristotle Capital Management
2252
Aristotle Capital Management
California
$3.83M
GG
2253
Gleason Group
Kentucky
$3.83M
TS
2254
TradeWell Securities
Indiana
$3.83M
S
2255
Sunpointe
Missouri
$3.83M
WMP
2256
Wealth Management Partners
Arizona
$3.8M
LWA
2257
Lantern Wealth Advisors
New York
$3.78M
STAS
2258
Strong Tower Advisory Services
Minnesota
$3.78M
BWP
2259
BSW Wealth Partners
Colorado
$3.78M
CAM
2260
Cozad Asset Management
Illinois
$3.78M
EHWM
2261
Eads & Heald Wealth Management
Georgia
$3.77M
OIA
2262
Optimum Investment Advisors
Illinois
$3.77M
MCM
2263
Manchester Capital Management
Vermont
$3.76M
DTC
2264
Davidson Trust Company
Washington
$3.75M
LA
2265
Lindenwold Advisors
Pennsylvania
$3.75M
GCA
2266
Gallagher Capital Advisors
Texas
$3.74M
OCM
2267
Orleans Capital Management
Louisiana
$3.74M
FH
2268
FWG Holdings
Florida
$3.73M
SFS
2269
Security Financial Services
Indiana
$3.73M
PFM
2270
Patton Fund Management
Texas
$3.72M
MCM
2271
Morton Capital Management
California
$3.72M
IC
2272
Inscription Capital
Texas
$3.72M
AI
2273
Axecap Investments
Ohio
$3.71M
FCM
2274
Fieldview Capital Management
Michigan
$3.71M
FI
2275
Finivi Inc
Massachusetts
$3.7M