JPM icon

JPMorgan Chase

4,725 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,930 increasing their positions, 2,115 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:

1.25% less ownership

Funds ownership: 72.27%71.02% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
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 -$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
5
UBS AM
UBS AM
Illinois
-$967M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
3576
Harrington Investments
California
$888K
HFM
3577
Harvest Fund Management
China
$886K
CFG
3578
Copley Financial Group
California
$886K
B
3579
Bensler
Washington
$886K
TCM
3580
Thoma Capital Management
Maryland
$886K
CRIG
3581
Charter Research & Investment Group
Connecticut
$884K
MPAM
3582
Murphy Pohlad Asset Management
Minnesota
$883K
SGDR
3583
SPX Gestao de Recursos
Brazil
$883K
CWP
3584
Clark Wealth Partners
Illinois
$883K
IWM
3585
Integris Wealth Management
California
$883K
C1AG
3586
Client 1st Advisory Group
Florida
$882K
BAM
3587
Broyhill Asset Management
North Carolina
$881K
WWG
3588
West Wealth Group
California
$881K
OCG
3589
Opus Capital Group
Ohio
$880K
BL
3590
Balentine LLC
Georgia
$879K
FCM
3591
Fortis Capital Management
Washington
$879K
PAG
3592
Paladin Advisory Group
Iowa
$878K
CWA
3593
Centerline Wealth Advisors
Kentucky
$878K
SA
3594
Strategic Advocates
Utah
$878K
SG Americas Securities
3595
SG Americas Securities
New York
$877K
SW
3596
SMART Wealth
Nebraska
$877K
AFG
3597
Arkansas Financial Group
Arkansas
$876K
CFG
3598
Carter Financial Group
Illinois
$871K
HGWM
3599
Horst & Graben Wealth Management
Oregon
$870K
VC
3600
Veery Capital
Delaware
$870K