JPM icon

JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 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:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
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 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
3601
Centerline Wealth Advisors
Kentucky
$878K
SA
3602
Strategic Advocates
Utah
$878K
SG Americas Securities
3603
SG Americas Securities
New York
$877K
SW
3604
SMART Wealth
Nebraska
$877K
AFG
3605
Arkansas Financial Group
Arkansas
$876K
CFG
3606
Carter Financial Group
Illinois
$871K
HGWM
3607
Horst & Graben Wealth Management
Oregon
$870K
VC
3608
Veery Capital
Delaware
$870K
CIA
3609
Cape Investment Advisory
Georgia
$870K
AFP
3610
Alpha Financial Partners
Kentucky
$869K
CAS
3611
CTC Alternative Strategies
Illinois
$869K
DCBT
3612
Dakota Community Bank & Trust
North Dakota
$868K
SWG
3613
Summit Wealth Group
Vermont
$868K
FEG
3614
Financial Enhancement Group
Indiana
$866K
PCM
3615
Perritt Capital Management
Illinois
$865K
HCP
3616
Holt Capital Partners
Texas
$865K
IA
3617
Inspire Advisors
Idaho
$862K
CAM
3618
Claret Asset Management
Quebec, Canada
$861K
OAJ
3619
Ogorek Anthony Joseph
New York
$859K
IRC
3620
Investors Research Corp
Georgia
$859K
SIM
3621
SSI Investment Management
California
$857K
LIA
3622
Lynx Investment Advisory
District of Columbia
$854K
WLG
3623
Williamson Legacy Group
Indiana
$853K
AI
3624
AXS Investments
New York
$852K
IG
3625
IFS Group
Pennsylvania
$851K