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
SW
3576
SMART Wealth
Nebraska
$877K
CFG
3577
Carter Financial Group
Illinois
$871K
HGWM
3578
Horst & Graben Wealth Management
Oregon
$870K
VC
3579
Veery Capital
Delaware
$870K
AFP
3580
Alpha Financial Partners
Kentucky
$869K
CAS
3581
CTC Alternative Strategies
Illinois
$869K
DCBT
3582
Dakota Community Bank & Trust
North Dakota
$868K
SWG
3583
Summit Wealth Group
Vermont
$868K
FEG
3584
Financial Enhancement Group
Indiana
$866K
PCM
3585
Perritt Capital Management
Illinois
$865K
HCP
3586
Holt Capital Partners
Texas
$865K
IA
3587
Inspire Advisors
Idaho
$862K
AFG
3588
Arkansas Financial Group
Arkansas
$861K
CAM
3589
Claret Asset Management
Quebec, Canada
$861K
OAJ
3590
Ogorek Anthony Joseph
New York
$859K
IRC
3591
Investors Research Corp
Georgia
$859K
SIM
3592
SSI Investment Management
California
$857K
LIA
3593
Lynx Investment Advisory
District of Columbia
$854K
WLG
3594
Williamson Legacy Group
Indiana
$853K
AI
3595
AXS Investments
New York
$852K
IG
3596
IFS Group
Pennsylvania
$851K
RCA
3597
Riverview Capital Advisers
Massachusetts
$850K
FSA
3598
Financial Security Advisor
Virginia
$848K
LAMNM
3599
Longview Asset Management (New Mexico)
New Mexico
$848K
MAM
3600
Morse Asset Management
Connecticut
$848K