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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
KCM
2426
Kathmere Capital Management
Pennsylvania
$3.21M
BTWM
2427
Brass Tax Wealth Management
Ohio
$3.21M
UAML
2428
US Asset Management LLC
Pennsylvania
$3.2M
HAIM
2429
Hunter Associates Investment Management
Pennsylvania
$3.19M
VAG
2430
VisionPoint Advisory Group
Texas
$3.19M
ISWM
2431
Independent Solutions Wealth Management
New York
$3.19M
BST
2432
Bath Savings Trust
Maine
$3.19M
PL
2433
Plancorp LLC
Missouri
$3.18M
RFA
2434
ROI Financial Advisors
Oregon
$3.18M
SCM
2435
Spreng Capital Management
Ohio
$3.18M
PHS
2436
Pekin Hardy Strauss
Illinois
$3.18M
EFH
2437
Eaton Financial Holdings
Florida
$3.18M
FBT
2438
First Bank & Trust
South Dakota
$3.17M
LF
2439
LifeSteps Financial
California
$3.17M
HP
2440
Hilltop Partners
Indiana
$3.17M
YWS
2441
Yarger Wealth Strategies
Ohio
$3.16M
ARA
2442
Alexander Randolph Advisory
Virginia
$3.16M
OFS
2443
Orrstown Financial Services
Pennsylvania
$3.16M
MTWM
2444
Masso Torrence Wealth Management
New Jersey
$3.16M
SWK
2445
Stephen W. Kidder
$3.16M
WI
2446
WrapManager Inc
California
$3.15M
HWA
2447
HHM Wealth Advisors
Tennessee
$3.15M
EWM
2448
Elmwood Wealth Management
California
$3.15M
SRC
2449
Sage Rhino Capital
California
$3.15M
VIP
2450
Vista Investment Partners
Oklahoma
$3.14M