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
RCM
3001
Requisite Capital Management
Texas
$1.69M
GL
3002
Gerber LLC
Ohio
$1.69M
CG
3003
Clifford Group
Massachusetts
$1.69M
AHL
3004
Abel Hall LLC
Louisiana
$1.68M
CG
3005
Clarus Group
Texas
$1.68M
OPTFSNA
3006
Old Point Trust & Financial Services N A
Virginia
$1.68M
CAM
3007
Costello Asset Management
Pennsylvania
$1.68M
PJWM
3008
Philip James Wealth Mangement
Georgia
$1.67M
EL
3009
EWA LLC
Pennsylvania
$1.67M
KIG
3010
Kennedy Investment Group
New Jersey
$1.67M
TC
3011
Truvestments Capital
Florida
$1.67M
CAM
3012
Councilmark Asset Management
Tennessee
$1.67M
USWIA
3013
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.67M
TF
3014
Trek Financial
Arizona
$1.67M
CA
3015
Centerpoint Advisors
Massachusetts
$1.67M
LA
3016
Latitude Advisors
Florida
$1.67M
FPL
3017
Fortress Private Ledger
North Carolina
$1.66M
SCA
3018
Sulzberger Capital Advisors
Florida
$1.66M
KL
3019
KilterHowling LLC
Colorado
$1.66M
HA
3020
Hofer & Associates
California
$1.66M
PGA
3021
Portland Global Advisors
Maine
$1.66M
AAM
3022
AMI Asset Management
California
$1.66M
RFW
3023
Rainier Family Wealth
Washington
$1.65M
HWM
3024
Horizon Wealth Management
Illinois
$1.65M
ML
3025
McAdam LLC
Pennsylvania
$1.65M