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
BFG
3676
Birch Financial Group
New Hampshire
$808K
KAM
3677
Knightsbridge Asset Management
California
$806K
CWM
3678
CCG Wealth Management
California
$803K
KWM
3679
KW Wealth Management
California
$803K
CWM
3680
Cahaba Wealth Management
Georgia
$803K
BCM
3681
Boreal Capital Management
Florida
$802K
OPPS
3682
Obsidian Personal Planning Solutions
Maryland
$801K
ASG
3683
Ariston Services Group
California
$800K
API
3684
Asset Planning Inc
California
$799K
SDH
3685
Sloy Dahl & Holst
Washington
$798K
AFIA
3686
America First Investment Advisors
Nebraska
$798K
SFG
3687
SNS Financial Group
Minnesota
$797K
CL
3688
COWA LLC
Oklahoma
$797K
GPW
3689
Gentry Private Wealth
Kansas
$797K
NWMG
3690
Nicholson Wealth Management Group
South Carolina
$796K
PG
3691
Prostatis Group
Maryland
$793K
TCMP
3692
Thrive Capital Management (Pennsylvania)
Pennsylvania
$792K
CFS
3693
Coordinated Financial Services
Colorado
$792K
BC
3694
Bridgefront Capital
Texas
$791K
DP
3695
DDD Partners
Washington
$788K
CCG
3696
Catalina Capital Group
California
$786K
AL
3697
Arnhold LLC
New York
$786K
FPCG
3698
Forum Private Client Group
Indiana
$785K
TAM
3699
TCP Asset Management
Ohio
$785K
CTC
3700
Corundum Trust Company
South Dakota
$784K