JPM icon

JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

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

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
HIF
3776
Hill Island Financial
Michigan
$689K
BBWP
3777
Beacon Bridge Wealth Partners
Pennsylvania
$689K
MFS
3778
McNamara Financial Services
Massachusetts
$688K
RP
3779
Riverwater Partners
Wisconsin
$687K
BWM
3780
BCS Wealth Management
Tennessee
$686K
IVP
3781
Intrinsic Value Partners
Arizona
$686K
CCA
3782
Catalyst Capital Advisors
New York
$685K
SRWM
3783
Shira Ridge Wealth Management
California
$685K
Renaissance Technologies
3784
Renaissance Technologies
New York
$684K
AFS
3785
Anderson Financial Strategies
Ohio
$682K
NC
3786
NovaPoint Capital
Georgia
$682K
RSF
3787
Rik Saylor Financial
Ohio
$680K
FPW
3788
Flywheel Private Wealth
California
$680K
GPW
3789
Genesis Private Wealth
Virginia
$680K
KFS
3790
Kelly Financial Services
Massachusetts
$680K
GCWM
3791
Graham Capital Wealth Management
District of Columbia
$679K
AWA
3792
ARQ Wealth Advisors
Arizona
$678K
CCP
3793
Clarkston Capital Partners
Michigan
$676K
GSCM
3794
Greenfield Seitz Capital Management
Texas
$672K
CFS
3795
CGC Financial Services
Oregon
$669K
CFG
3796
Compton Financial Group
Maryland
$666K
BCB
3797
Brian C. Broderick
$666K
BA
3798
Brightwater Advisory
Florida
$664K
CSA
3799
Cornerstone Select Advisors
Missouri
$664K
MAM
3800
MMA Asset Management
Pennsylvania
$663K