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: 943910 (-33)

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
910
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
RWM
4051
Ruedi Wealth Management
Illinois
$479K
ACA
4052
Ascension Capital Advisors
Texas
$479K
MFS
4053
Madrona Financial Services
Washington
$479K
AWM
4054
Able Wealth Management
New Jersey
$478K
MPPW
4055
Mitchell & Pahl Private Wealth
Oklahoma
$478K
DWS
4056
Dynamic Wealth Strategies
California
$476K
RCI
4057
RS Crum Inc
California
$475K
DW
4058
Dodds Wealth
Colorado
$475K
CWM
4059
ClientFirst Wealth Management
Arkansas
$474K
NA
4060
Nottingham Advisors
New York
$474K
KIA
4061
Kraematon Investment Advisors
Massachusetts
$473K
BI
4062
Bramshill Investments
Florida
$473K
HP
4063
Highlander Partners
Texas
$473K
PFA
4064
Plotkin Financial Advisors
Maryland
$473K
FEM
4065
Fulcrum Equity Management
Texas
$473K
KCM
4066
Kendall Capital Management
Maryland
$473K
BWM
4067
Boyd Wealth Management
California
$473K
MSWM
4068
Mowery & Schoenfeld Wealth Management
Illinois
$472K
VBFP
4069
Valtinson Bruner Financial Planning
Minnesota
$470K
MQWP
4070
Morey & Quinn Wealth Partners
Nebraska
$470K
APM
4071
Advanced Portfolio Management
New York
$469K
DFG
4072
Demars Financial Group
Washington
$469K
SFMG
4073
Sage Financial Management Group
Virginia
$468K
PFG
4074
Pinnacle Financial Group
Illinois
$468K
IW
4075
Instrumental Wealth
Florida
$468K