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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
TWP
2401
Triad Wealth Partners
Kansas
$3.26M
ECM
2402
ExodusPoint Capital Management
New York
$3.26M
BAM
2403
Byrne Asset Management
New Jersey
$3.26M
AA
2404
Alesco Advisors
New York
$3.25M
GGA
2405
Granite Group Advisors
Connecticut
$3.25M
ACL
2406
Applied Capital LLC
Florida
$3.25M
HWM
2407
Hemington Wealth Management
Virginia
$3.24M
BLFG
2408
Brian Low Financial Group
Louisiana
$3.24M
AC
2409
Annandale Capital
Texas
$3.24M
FF
2410
Farrow Financial
Vermont
$3.23M
CPA
2411
Capital Performance Advisors
California
$3.23M
AA
2412
Addison Advisors
Vermont
$3.23M
IWM
2413
Iams Wealth Management
Nebraska
$3.23M
SCA
2414
Sandy Cove Advisors
Massachusetts
$3.23M
WWM
2415
Wolff Wiese Magana
California
$3.23M
HTHT
2416
Hemenway Trust Hemenway Trust
New Hampshire
$3.23M
ACM
2417
Arcataur Capital Management
Wisconsin
$3.22M
SFS
2418
Summit Financial Strategies
Ohio
$3.22M
JF
2419
JSF Financial
California
$3.22M
HNWAG
2420
High Net Worth Advisory Group
Florida
$3.21M
APW
2421
Austin Private Wealth
Texas
$3.21M
SIG
2422
Sky Investment Group
Connecticut
$3.21M
KCM
2423
Kathmere Capital Management
Pennsylvania
$3.21M
BTWM
2424
Brass Tax Wealth Management
Ohio
$3.21M
UAML
2425
US Asset Management LLC
Pennsylvania
$3.2M