JPM icon

JPMorgan Chase

4,683 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, 1,915 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
4,683
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
WQ
4076
Wealth Quarterback
New Jersey
$459K
TW
4077
Towerpoint Wealth
California
$459K
FFC
4078
Frederick Financial Consultants
Maryland
$458K
SA
4079
Sage Advisors
Colorado
$458K
WAM
4080
Worth Asset Management
Texas
$458K
PCA
4081
Private Capital Advisors
Connecticut
$457K
TCM
4082
Triumph Capital Management
Colorado
$457K
CFP
4083
Cypress Financial Planning
New Jersey
$457K
BWG
4084
Boomfish Wealth Group
Georgia
$457K
CWA
4085
Continuum Wealth Advisors
New York
$457K
NFA
4086
Northwest Financial Advisors
Virginia
$456K
JPLA
4087
Joseph P. Lucia & Associates
New York
$455K
BDPWM
4088
Barnes Dennig Private Wealth Management
Ohio
$455K
FCM
4089
Family Capital Management
Michigan
$455K
RS
4090
Rakuten Securities
Japan
$454K
TLFA
4091
True Link Financial Advisors
California
$454K
APWM
4092
Argonautica Private Wealth Management
Massachusetts
$453K
RWM
4093
RMG Wealth Management
Wisconsin
$453K
OA
4094
Oxbow Advisors
Texas
$451K
NEPPG
4095
New England Professional Planning Group
Rhode Island
$450K
PPH
4096
Pure Portfolios Holdings
Oregon
$450K
VPF
4097
Vantage Point Financial
Illinois
$450K
SC
4098
Schubert & Co
Texas
$449K
LOIP
4099
Live Oak Investment Partners
Texas
$449K
AWMG
4100
ADG Wealth Management Group
Louisiana
$449K