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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
MAWA
2326
Moss Adams Wealth Advisors
Washington
$3.51M
CWS
2327
Cypress Wealth Services
California
$3.51M
PFWA
2328
Paces Ferry Wealth Advisors
Georgia
$3.5M
CWA
2329
Crux Wealth Advisors
California
$3.5M
OHWA
2330
Oak Hill Wealth Advisors
Virginia
$3.5M
IP
2331
Ignite Planners
California
$3.49M
SL
2332
Sentinus LLC
Illinois
$3.49M
FFA
2333
Fortune Financial Advisors
Kansas
$3.49M
PWMG
2334
Pinnacle Wealth Management Group
Michigan
$3.49M
YP
2335
YANKCOM Partnership
South Dakota
$3.48M
SFS
2336
Solitude Financial Services
Virginia
$3.48M
MCWA
2337
Meadow Creek Wealth Advisors
Georgia
$3.48M
FCA
2338
Fortis Capital Advisors
Kansas
$3.47M
MHIC
2339
Marble Harbor Investment Counsel
Massachusetts
$3.46M
SFC
2340
SYM Financial Corp
Indiana
$3.46M
SPWM
2341
Schrum Private Wealth Management
Florida
$3.46M
RA
2342
Rockingstone Advisors
Massachusetts
$3.46M
WPA
2343
West Paces Advisors
Georgia
$3.46M
RWA
2344
Redhawk Wealth Advisors
Minnesota
$3.44M
GMFG
2345
Greater Midwest Financial Group
Minnesota
$3.42M
CPA
2346
Capital Planning Advisors
California
$3.42M
MSWM
2347
McGlone Suttner Wealth Management
Wisconsin
$3.42M
XT
2348
XTX Topco
Cayman Islands
$3.42M
LWMM
2349
Legacy Wealth Management (Mississippi)
Mississippi
$3.42M
PCMN
2350
Paradigm Capital Management (Nevada)
Nevada
$3.42M