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