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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
LWM
2276
Lakeridge Wealth Management
Ohio
$3.7M
KC
2277
Kepler Cheuvreux
$3.7M
WDC
2278
Woodward Diversified Capital
California
$3.69M
TCWM
2279
Total Clarity Wealth Management
Illinois
$3.69M
EB
2280
Exchange Bank
California
$3.69M
LF
2281
Lee Financial
Texas
$3.68M
SGC
2282
Slocum, Gordon & Co
Rhode Island
$3.68M
CWP
2283
Core Wealth Partners
California
$3.68M
AF
2284
Aldebaran Financial
$3.67M
CFS
2285
CRA Financial Services
New Jersey
$3.67M
TWP
2286
Tempus Wealth Planning
California
$3.67M
CCG
2287
Ceeto Capital Group
Florida
$3.67M
DA
2288
Drake & Associates
Wisconsin
$3.66M
SAM
2289
Summit Asset Management
Tennessee
$3.66M
HFM
2290
Hartford Funds Management
Pennsylvania
$3.65M
PH
2291
Pinnacle Holdings
Oklahoma
$3.65M
LC
2292
LCNB Corp
Ohio
$3.64M
CFO
2293
CVA Family Office
Colorado
$3.64M
AA
2294
Auxano Advisors
Washington
$3.64M
PWM
2295
Palumbo Wealth Management
New York
$3.63M
CAWM
2296
Capital Advisors Wealth Management
Washington
$3.63M
MSS
2297
Mitchell Sinkler & Starr
Pennsylvania
$3.63M
AGAM
2298
Audent Global Asset Management
California
$3.63M
HCCM
2299
Hudson Canyon Capital Management
New York
$3.63M
CCWM
2300
Correct Capital Wealth Management
Missouri
$3.62M