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
RF
2976
Rossby Financial
Florida
$1.74M
FC
2977
Financial Consulate
Maryland
$1.74M
PWAC
2978
Private Wealth Advisors (California)
California
$1.74M
BAM
2979
BOCHK Asset Management
Hong Kong
$1.73M
BF
2980
Baring Financial
Washington
$1.73M
BWA
2981
Burt Wealth Advisors
Maryland
$1.73M
PAS
2982
PKS Advisory Services
New York
$1.73M
HFA
2983
Hutchinson Financial Advisors
Virginia
$1.73M
CB
2984
Cooke & Bieler
Pennsylvania
$1.73M
VAM
2985
Virtue Asset Management
Illinois
$1.73M
SPWM
2986
Spartan Planning & Wealth Management
North Carolina
$1.72M
ES
2987
Eagle Strategies
New York
$1.72M
AA
2988
AJ Advisors
Tennessee
$1.72M
HCA
2989
Heck Capital Advisors
Wisconsin
$1.72M
SIC
2990
Sage Investment Counsel
Tennessee
$1.72M
JCM
2991
Jacobsen Capital Management
Utah
$1.72M
FFL
2992
Future Fund LLC
Illinois
$1.71M
CCA
2993
Cravens & Co Advisors
Tennessee
$1.71M
GSAM
2994
Grant Street Asset Management
Pennsylvania
$1.71M
WWC
2995
Waypoint Wealth Counsel
Georgia
$1.7M
RL
2996
Rogco LP
Oklahoma
$1.7M
LAS
2997
LWM Advisory Services
Florida
$1.7M
OFS
2998
Oldfather Financial Services
Nebraska
$1.7M
CAIMH
2999
Central Asset Investments & Management Holdings
Hong Kong
$1.7M
LAI
3000
Legal Advantage Investments
California
$1.7M