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
OFP
3826
OLIO Financial Planning
Virginia
$661K
JA
3827
JVL Associates
Michigan
$660K
RWRC
3828
R.W. Roge & Company
New York
$658K
OA
3829
Oceanside Advisors
South Carolina
$658K
GC
3830
Guidance Capital
Kentucky
$657K
XPN
3831
XY Planning Network
Montana
$656K
VBFG
3832
Vishria Bird Financial Group
Tennessee
$655K
IPWA
3833
International Private Wealth Advisors
California
$654K
MBI
3834
May Barnhard Investments
Maryland
$653K
SC
3835
SummitTX Capital
Texas
$653K
SWMG
3836
Signature Wealth Management Group
Georgia
$651K
CCIA
3837
Cherry Creek Investment Advisors
Colorado
$650K
SFFS
3838
Stonehage Fleming Financial Services
Jersey
$650K
FF
3839
Friday Financial
Iowa
$650K
BMCM
3840
Burns Matteson Capital Management
New York
$650K
CYG
3841
Clean Yield Group
Vermont
$650K
LAM
3842
Lakewood Asset Management
Illinois
$650K
ACM
3843
Ascent Capital Management
Oregon
$649K
WAN
3844
Wealth Advisors Northwest
Oregon
$649K
RA
3845
Riverstone Advisors
Texas
$648K
BWA
3846
Bestgate Wealth Advisors
Maryland
$647K
CWMP
3847
Clarion Wealth Managment Partners
Virginia
$646K
CFO
3848
Capitol Family Office
Oregon
$645K
IDA
3849
Intelligence Driven Advisers
California
$645K
BIG
3850
Builder Investment Group
Georgia
$645K