JPM icon

JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,102 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943911 (-32)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
911
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
TFA
3701
Tobias Financial Advisors
Florida
$756K
KFS
3702
Kurt F. Somerville
$755K
FA
3703
FDx Advisors
Illinois
$753K
RIA
3704
Richwood Investment Advisors
Ohio
$753K
ECM
3705
Eisler Capital Management
United Kingdom
$751K
KC
3706
Knuff & Co
California
$747K
CWA
3707
Core Wealth Advisors
Florida
$746K
CWMGO
3708
Capstone Wealth Management Group (Oregon)
Oregon
$746K
TS
3709
Tamar Securities
California
$745K
SCI
3710
Silver Coast Investments
United States
$745K
GF
3711
Gimbal Financial
Indiana
$743K
IGGA
3712
Iron Gate Global Advisors
Utah
$743K
IA
3713
IMZ Advisory
Florida
$739K
PS
3714
Planned Solutions
California
$739K
KFS
3715
Kaizen Financial Strategies
California
$737K
KIC
3716
Keating Investment Counselors
Florida
$737K
IPW
3717
Intergy Private Wealth
Colorado
$736K
FCM
3718
Fourpath Capital Management
Oklahoma
$735K
IW
3719
Imprint Wealth
South Carolina
$735K
SFPG
3720
Stonebridge Financial Planning Group
Florida
$733K
GGI
3721
Godsey & Gibb Inc
Virginia
$732K
GRA
3722
Golden Road Advisors
Florida
$730K
SWM
3723
SFG Wealth Management
Maryland
$729K
WCM
3724
Wallace Capital Management
Texas
$729K
VAF
3725
Values Added Financial
District of Columbia
$729K