JPM icon

JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
PAWA
3201
Palo Alto Wealth Advisors
California
$1.35M
WJA
3202
Willis Johnson & Associates
Texas
$1.35M
WAM
3203
WNY Asset Management
New York
$1.35M
TCM
3204
Towercrest Capital Management
Pennsylvania
$1.35M
SAM
3205
Secure Asset Management
Michigan
$1.35M
PCM
3206
Poehling Capital Management
Wisconsin
$1.34M
NVIM
3207
New Vernon Investment Management
Illinois
$1.34M
CFAM
3208
Center For Asset Management
Florida
$1.34M
CCA
3209
Cadent Capital Advisors
Oklahoma
$1.34M
AWMG
3210
Alliance Wealth Management Group
New Jersey
$1.34M
TIM
3211
Tevis Investment Management
Texas
$1.34M
AGA
3212
Arkos Global Advisors
Texas
$1.33M
FDW
3213
Fourth Dimension Wealth
Ohio
$1.33M
NCM
3214
Next Capital Management
New York
$1.33M
AWAP
3215
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.33M
TFG
3216
Taylor Financial Group
Virginia
$1.32M
BA
3217
Bluesphere Advisors
Pennsylvania
$1.32M
CWP
3218
Curated Wealth Partners
California
$1.32M
LK
3219
Lumbard & Kellner
New Hampshire
$1.32M
DWP
3220
Destiny Wealth Partners
Florida
$1.32M
GF
3221
GGM Financials
Ohio
$1.32M
SPWG
3222
Sage Private Wealth Group
Illinois
$1.32M
SPP
3223
Single Point Partners
Massachusetts
$1.32M
LC
3224
Landaas & Company
Wisconsin
$1.32M
SAM
3225
S.A. Mason
Michigan
$1.31M