JPM icon

JPMorgan Chase

4,726 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,931 increasing their positions, 2,115 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.25% less ownership

Funds ownership: 72.27%71.02% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 945914 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
914
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
Puts
$12.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
5
UBS AM
UBS AM
Illinois
-$967M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
2501
Apollon Financial
South Carolina
$3.01M
FW
2502
FullCircle Wealth
Texas
$3M
SNWA
2503
Siligmueller & Norvid Wealth Advisors
Illinois
$3M
MAM
2504
MWA Asset Management
Massachusetts
$3M
SNBOSD
2505
Security National Bank of So Dak
Iowa
$2.99M
BWM
2506
BlackDiamond Wealth Management
New York
$2.99M
AC
2507
Asio Capital
Kentucky
$2.99M
KWS
2508
Keystone Wealth Services
California
$2.98M
PAM
2509
PCG Asset Management
New Jersey
$2.98M
EB
2510
Emprise Bank
Kansas
$2.97M
FA
2511
Faithward Advisors
Pennsylvania
$2.97M
PWAM
2512
Papamarkou Wellner Asset Management
New York
$2.97M
PIA
2513
Pinion Investment Advisors
Kansas
$2.97M
FFO
2514
Fortitude Family Office
Arizona
$2.96M
SSA
2515
South Street Advisors
New York
$2.96M
VCM
2516
Vivaldi Capital Management
Illinois
$2.96M
CG
2517
Carmignac Gestion
France
$2.96M
MWM
2518
MOKAN Wealth Management
Kansas
$2.95M
CSC
2519
Caldwell Sutter Capital
California
$2.95M
PPWM
2520
Paragon Private Wealth Management
Kentucky
$2.95M
LCM
2521
Legato Capital Management
California
$2.95M
PL
2522
Perpetual Ltd
Australia
$2.95M
CFG
2523
CKW Financial Group
Hawaii
$2.94M
EAM
2524
Eukles Asset Management
Ohio
$2.94M
1WM
2525
1900 Wealth Management
Texas
$2.93M