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
OPPS
3651
Obsidian Personal Planning Solutions
Maryland
$801K
ASG
3652
Ariston Services Group
California
$800K
API
3653
Asset Planning Inc
California
$799K
SDH
3654
Sloy Dahl & Holst
Washington
$798K
AFIA
3655
America First Investment Advisors
Nebraska
$798K
SFG
3656
SNS Financial Group
Minnesota
$797K
CL
3657
COWA LLC
Oklahoma
$797K
GPW
3658
Gentry Private Wealth
Kansas
$797K
NWMG
3659
Nicholson Wealth Management Group
South Carolina
$796K
PG
3660
Prostatis Group
Maryland
$793K
TCMP
3661
Thrive Capital Management (Pennsylvania)
Pennsylvania
$792K
CFS
3662
Coordinated Financial Services
Colorado
$792K
BC
3663
Bridgefront Capital
Texas
$791K
DP
3664
DDD Partners
Washington
$788K
CCG
3665
Catalina Capital Group
California
$786K
AL
3666
Arnhold LLC
New York
$786K
FPCG
3667
Forum Private Client Group
Indiana
$785K
TAM
3668
TCP Asset Management
Ohio
$785K
CTC
3669
Corundum Trust Company
South Dakota
$784K
PCM
3670
Presidio Capital Management
California
$783K
WAM
3671
Walker Asset Management
Missouri
$780K
VPP
3672
Vertex Planning Partners
Illinois
$779K
SIMC
3673
Squire Investment Management Company
Utah
$778K
RIP
3674
Reliant Investment Partners
North Carolina
$776K
MS
3675
Madden Securities
Texas
$774K