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
WFAG
3326
Wescott Financial Advisory Group
Pennsylvania
$1.17M
WCP
3327
Wealthcare Capital Partners
Pennsylvania
$1.16M
SPI
3328
Santori & Peters Inc
Pennsylvania
$1.16M
PAMP
3329
Polar Asset Management Partners
Ontario, Canada
$1.16M
AWS
3330
Arkfeld Wealth Strategies
Nebraska
$1.16M
IWP
3331
Invenio Wealth Partners
Florida
$1.16M
DWA
3332
Dougherty Wealth Advisers
Minnesota
$1.16M
PCI
3333
Planning Center Inc
Illinois
$1.16M
HWM
3334
Howard Wealth Management
Connecticut
$1.16M
ODIJL
3335
One Day In July LLC
Vermont
$1.15M
WMA
3336
William Mack & Associates
Michigan
$1.15M
NRI
3337
NFP Retirement Inc
California
$1.15M
TWM
3338
Tanager Wealth Management
United Kingdom
$1.15M
PC
3339
Port Capital
Illinois
$1.14M
FA
3340
FSA Advisors
Michigan
$1.14M
OP
3341
ORG Partners
Indiana
$1.14M
EBA
3342
Eagle Bay Advisors
New York
$1.14M
RW
3343
Rede Wealth
Virginia
$1.14M
SWP
3344
Semus Wealth Partners
Florida
$1.14M
SI
3345
Stonekeep Investments
New Mexico
$1.14M
SC
3346
Summa Corp
Texas
$1.14M
TI
3347
Truepoint Inc
Ohio
$1.13M
GFWA
3348
Grey Fox Wealth Advisors
Delaware
$1.13M
CCG
3349
Coastwise Capital Group
California
$1.13M
TA
3350
TFB Advisors
Kansas
$1.13M