JPM icon

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
RHIG
2726
R.H. Investment Group
Arizona
$2.33M
RPWA
2727
Regent Peak Wealth Advisors
Georgia
$2.33M
SFG
2728
Sather Financial Group
Texas
$2.33M
KCFA
2729
Key Client Fiduciary Advisors
New Jersey
$2.32M
AIIMS
2730
Analyst IMS Investment Management Services
Israel
$2.32M
AIM
2731
Alhambra Investment Management
Florida
$2.31M
SCP
2732
Sivia Capital Partners
California
$2.31M
JWA
2733
JFS Wealth Advisors
Pennsylvania
$2.31M
PSP
2734
Principal Street Partners
Tennessee
$2.31M
QFW
2735
QTR Family Wealth
Florida
$2.31M
CIA
2736
Cladis Investment Advisory
Montana
$2.3M
OFW
2737
Omnia Family Wealth
Florida
$2.3M
HWA
2738
Heartwood Wealth Advisors
Virginia
$2.3M
BW
2739
BIP Wealth
Georgia
$2.3M
WIM
2740
Westside Investment Management
California
$2.29M
ACMA
2741
Arbor Capital Management (Alaska)
Alaska
$2.29M
EP
2742
Edgestream Partners
New Jersey
$2.29M
SW
2743
Solidarity Wealth
Utah
$2.29M
NJIM
2744
Nabity-Jensen Investment Management
Nebraska
$2.29M
TC
2745
Trilogy Capital
California
$2.27M
SIC
2746
SJS Investment Consulting
Ohio
$2.27M
TFA
2747
Transamerica Financial Advisors
Florida
$2.26M
RB
2748
Renasant Bank
Mississippi
$2.26M
MWM
2749
Meadowbrook Wealth Management
New York
$2.25M
PWP
2750
Phillips Wealth Planners
Mississippi
$2.25M