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
WFA
3451
WestHill Financial Advisors
California
$1.01M
JTWM
3452
Jackson Thornton Wealth Management
Alabama
$1.01M
SM
3453
Salzhauer Michael
$1.01M
NFC
3454
Northstar Financial Companies
Pennsylvania
$1.01M
CA
3455
Capital Advantage
California
$1.01M
WFM
3456
Wolff Financial Management
Michigan
$1.01M
SAM
3457
SP Asset Management
California
$1.01M
LWM
3458
Lionshead Wealth Management
New York
$1M
CAM
3459
Concorde Asset Management
Michigan
$1M
WAOI
3460
Wealth Advisors of Iowa
Iowa
$1M
RG
3461
Renaissance Group
Kentucky
$1M
SCA
3462
Strathmore Capital Advisors
North Carolina
$1M
CP
3463
Creekside Partners
California
$1M
IIM
3464
Ironwood Investment Management
Massachusetts
$995K
OAS
3465
Optivise Advisory Services
Tennessee
$994K
HF
3466
Holcombe Financial
Georgia
$993K
PIM
3467
Pullen Investment Management
Florida
$992K
TCM
3468
TruNorth Capital Management
Michigan
$992K
EFG
3469
Ehrlich Financial Group
California
$990K
LFG
3470
Lockerman Financial Group
California
$990K
FCT
3471
First Community Trust
Iowa
$987K
NP
3472
Ninepoint Partners
Ontario, Canada
$986K
TC
3473
Tacita Capital
Ontario, Canada
$985K
MPW
3474
Magnolia Private Wealth
Pennsylvania
$985K
OAM
3475
Oberweis Asset Management
Illinois
$984K