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
CICI
2926
Capital Investment Counsel Inc
North Carolina
$1.83M
SWM
2927
Shakespeare Wealth Management
Wisconsin
$1.83M
BF
2928
Brucke Financial
Indiana
$1.83M
MWP
2929
Moller Wealth Partners
$1.83M
CIG
2930
Cascade Investment Group
Colorado
$1.82M
CCA
2931
Carrera Capital Advisors
Michigan
$1.82M
KA
2932
Kercheville Advisors
Texas
$1.82M
SFB
2933
STAR Financial Bank
Indiana
$1.82M
FB
2934
First Bancorp
Maine
$1.81M
B
2935
Barings
North Carolina
$1.8M
PW
2936
PUREfi Wealth
Massachusetts
$1.8M
Harris Associates
2937
Harris Associates
Illinois
$1.8M
PFW
2938
Petros Family Wealth
Minnesota
$1.8M
MHC
2939
May Hill Capital
Massachusetts
$1.79M
CGFA
2940
Colton Groome Financial Advisors
North Carolina
$1.79M
WA
2941
WealthTrust Axiom
Pennsylvania
$1.79M
RCM
2942
RMR Capital Management
California
$1.79M
LRWM
2943
Lord & Richards Wealth Management
Colorado
$1.79M
BCG
2944
BayBridge Capital Group
California
$1.79M
NPFS
2945
Novak & Powell Financial Services
Florida
$1.79M
MHR
2946
Matthew Hamilton Rosenberg
$1.79M
FDDB
2947
Fidelity D&D Bancorp
Pennsylvania
$1.79M
SFWC
2948
Strategic Family Wealth Counselors
New Jersey
$1.78M
MF
2949
Manchester Financial
California
$1.78M
BWA
2950
Brave Warrior Advisors
New York
$1.78M