JPM icon

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
SPI
2751
Sutton Place Investors
New York
$2.24M
OIM
2752
Orca Investment Management
Oregon
$2.24M
KA
2753
Kozak & Associates
Colorado
$2.24M
CUAMC
2754
China Universal Asset Management Company
China
$2.24M
SNBOSCI
2755
Security National Bank of Sioux City Iowa
Iowa
$2.23M
SIM
2756
Sentry Investment Management
Wisconsin
$2.23M
GWSG
2757
GPS Wealth Strategies Group
Colorado
$2.23M
ACM
2758
Armbruster Capital Management
New York
$2.23M
TWA
2759
Talisman Wealth Advisors
New Jersey
$2.23M
AWG
2760
Altus Wealth Group
Colorado
$2.22M
TWM
2761
Thrive Wealth Management
Pennsylvania
$2.21M
RLWM
2762
RF&L Wealth Management
Massachusetts
$2.21M
RL
2763
Ruffer LLP
United Kingdom
$2.21M
SDWMA
2764
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.21M
EM
2765
ELCO Management
New York
$2.19M
RIM
2766
Redwood Investment Management
Arizona
$2.19M
RCM
2767
Raleigh Capital Management
North Carolina
$2.19M
DAM
2768
Deltec Asset Management
New York
$2.18M
SHFA
2769
SC&H Financial Advisors
Maryland
$2.18M
TFM
2770
TFC Financial Management
Massachusetts
$2.18M
CFA
2771
Cahill Financial Advisors
Minnesota
$2.18M
CRI
2772
Colonial River Investments
Virginia
$2.18M
ACP
2773
Argyle Capital Partners
California
$2.18M
SCA
2774
Sippican Capital Advisors
Massachusetts
$2.17M
FC
2775
Fairscale Capital
New Hampshire
$2.17M