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
MF
3476
Meridian Financial
Massachusetts
$976K
AF
3477
Atala Financial
California
$974K
PPC
3478
Pennington Partners & Co
Maryland
$973K
AA
3479
Alpha Advisors
Virginia
$972K
WAM
3480
WealthTrust Asset Management
Florida
$972K
RMC
3481
Ring Mountain Capital
California
$968K
NPPM
3482
North Point Portfolio Managers
Ohio
$967K
LWM
3483
LongView Wealth Management
Georgia
$966K
IAG
3484
Investmark Advisory Group
Connecticut
$966K
ACM
3485
Absolute Capital Management
Pennsylvania
$966K
SPW
3486
Sonoma Private Wealth
California
$964K
SAM
3487
Shikiar Asset Management
New York
$962K
TPW
3488
Tiller Private Wealth
Pennsylvania
$960K
PCMC
3489
Paragon Capital Management (Colorado)
Colorado
$960K
OIS
3490
OneAscent Investment Solutions
Alabama
$958K
WWM
3491
Westwood Wealth Management
California
$958K
CWA
3492
Clearview Wealth Advisors
Oregon
$958K
DAM
3493
Diamant Asset Management
Connecticut
$957K
HFS
3494
Hughes Financial Services
Virginia
$957K
WIA
3495
Wealthedge Investment Advisors
New York
$955K
POIA
3496
Pin Oak Investment Advisors
Texas
$955K
DWM
3497
DecisionMap Wealth Management
Virginia
$955K
AWP
3498
Abacus Wealth Partners
California
$954K
AFA
3499
Allium Financial Advisors
Oregon
$954K
KAM
3500
KEB Asset Management
Illinois
$954K