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
JRFS
3976
James Reed Financial Services
Ohio
$527K
PFG
3977
Putney Financial Group
California
$526K
NRW
3978
Nova R Wealth
Kansas
$524K
ICMM
3979
Integrated Capital Management (Michigan)
Michigan
$524K
GCA
3980
Genesee Capital Advisors
New York
$524K
GCP
3981
Gill Capital Partners
Colorado
$522K
GFL
3982
Granite FO LLC
New Hampshire
$521K
SIS
3983
Strategic Investment Solutions
Illinois
$521K
BWP
3984
BlueStem Wealth Partners
Minnesota
$521K
HWP
3985
Hibernia Wealth Partners
Louisiana
$521K
TLA
3986
Tanglewood Legacy Advisors
Texas
$519K
KIM
3987
Kane Investment Management
California
$519K
MWA
3988
Muirfield Wealth Advisors
North Carolina
$518K
IWN
3989
Independent Wealth Network
Iowa
$517K
AIFAIM
3990
American Institute for Advanced Investment Management
Arizona
$517K
KCIC
3991
Kuhn & Co Investment Counsel
Illinois
$516K
QP
3992
Quartz Partners
New York
$516K
ELM
3993
Elite Life Management
Florida
$516K
EE
3994
EWG Elevate
California
$514K
SHWM
3995
Smith & Howard Wealth Management
Georgia
$513K
SWIA
3996
Solano Wealth Investment Advisors
California
$513K
CFGA
3997
Cambridge Financial Group (Arizona)
Arizona
$512K
KCAM
3998
Kagan Cocozza Asset Management
New Jersey
$512K
EMCIP
3999
Ewing Morris & Co Investment Partners
Ontario, Canada
$511K
ORI
4000
Oak Ridge Investments
Illinois
$510K