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
JWWM
2651
Johnson & White Wealth Management
Pennsylvania
$2.56M
CAM
2652
CPA Asset Management
Florida
$2.56M
DIM
2653
Delta Investment Management
California
$2.55M
TIM
2654
Tortoise Investment Management
New York
$2.54M
AWM
2655
Accel Wealth Management
Iowa
$2.54M
KFA
2656
Kelleher Financial Advisors
New York
$2.54M
JE
2657
JMAC Enterprises
Pennsylvania
$2.54M
OPOWM
2658
One Plus One Wealth Management
Florida
$2.54M
LMKC
2659
L.M. Kohn & Company
Ohio
$2.54M
CVM
2660
Cheviot Value Management
California
$2.53M
LI
2661
LVZ Inc
Michigan
$2.53M
FG
2662
Foster Group
Iowa
$2.52M
GCM
2663
GoodHaven Capital Management
New Jersey
$2.52M
CCMW
2664
Cypress Capital Management (Wyoming)
Wyoming
$2.52M
TC
2665
Touchstone Capital
Pennsylvania
$2.52M
GWS
2666
Greykasell Wealth Strategies
California
$2.52M
RF
2667
Roxbury Financial
New Jersey
$2.52M
APA
2668
Astoria Portfolio Advisors
New York
$2.52M
EWM
2669
Evergreen Wealth Management
Michigan
$2.51M
TT
2670
TI-Trust
Illinois
$2.51M
SRA
2671
Secured Retirement Advisors
Minnesota
$2.51M
HI
2672
Hendershot Investments
Virginia
$2.51M
CAM
2673
Clark Asset Management
New Hampshire
$2.5M
BIA
2674
BHK Investment Advisors
Alabama
$2.5M
OL
2675
OneFund LLC
Florida
$2.5M