JPM icon

JPMorgan Chase

4,725 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,930 increasing their positions, 2,115 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:

1.25% less ownership

Funds ownership: 72.27%71.02% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
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 -$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
5
UBS AM
UBS AM
Illinois
-$967M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
4076
Able Wealth Management
New Jersey
$478K
MPPW
4077
Mitchell & Pahl Private Wealth
Oklahoma
$478K
DWS
4078
Dynamic Wealth Strategies
California
$476K
RCI
4079
RS Crum Inc
California
$475K
DW
4080
Dodds Wealth
Colorado
$475K
CWM
4081
ClientFirst Wealth Management
Arkansas
$474K
NA
4082
Nottingham Advisors
New York
$474K
KIA
4083
Kraematon Investment Advisors
Massachusetts
$473K
BI
4084
Bramshill Investments
Florida
$473K
HP
4085
Highlander Partners
Texas
$473K
PFA
4086
Plotkin Financial Advisors
Maryland
$473K
FEM
4087
Fulcrum Equity Management
Texas
$473K
KCM
4088
Kendall Capital Management
Maryland
$473K
BWM
4089
Boyd Wealth Management
California
$473K
MSWM
4090
Mowery & Schoenfeld Wealth Management
Illinois
$472K
VBFP
4091
Valtinson Bruner Financial Planning
Minnesota
$470K
MQWP
4092
Morey & Quinn Wealth Partners
Nebraska
$470K
APM
4093
Advanced Portfolio Management
New York
$469K
DFG
4094
Demars Financial Group
Washington
$469K
SFMG
4095
Sage Financial Management Group
Virginia
$468K
PFG
4096
Pinnacle Financial Group
Illinois
$468K
IW
4097
Instrumental Wealth
Florida
$468K
CC
4098
Capital Counsel
New York
$467K
HWMT
4099
Heritage Wealth Management (Texas)
Texas
$463K
LF
4100
Lighthouse Financial
Florida
$463K