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
APM
4101
Advanced Portfolio Management
New York
$469K
DFG
4102
Demars Financial Group
Washington
$469K
SFMG
4103
Sage Financial Management Group
Virginia
$468K
PFG
4104
Pinnacle Financial Group
Illinois
$468K
IW
4105
Instrumental Wealth
Florida
$468K
CC
4106
Capital Counsel
New York
$467K
HWMT
4107
Heritage Wealth Management (Texas)
Texas
$463K
LF
4108
Lighthouse Financial
Florida
$463K
DFP
4109
Defined Financial Planning
California
$462K
BZWA
4110
Blue Zone Wealth Advisors
California
$461K
2L
4111
25 LLC
Missouri
$461K
GSWA
4112
Good Steward Wealth Advisors
Tennessee
$460K
GA
4113
Greenspring Advisors
Maryland
$460K
DF
4114
Dunhill Financial
United Kingdom
$460K
MGIA
4115
Matthew Goff Investment Advisor
Texas
$460K
UFA
4116
Uptown Financial Advisors
Texas
$460K
WQ
4117
Wealth Quarterback
New Jersey
$459K
TW
4118
Towerpoint Wealth
California
$459K
FFC
4119
Frederick Financial Consultants
Maryland
$458K
SA
4120
Sage Advisors
Colorado
$458K
WAM
4121
Worth Asset Management
Texas
$458K
PCA
4122
Private Capital Advisors
Connecticut
$457K
TCM
4123
Triumph Capital Management
Colorado
$457K
CFP
4124
Cypress Financial Planning
New Jersey
$457K
BWG
4125
Boomfish Wealth Group
Georgia
$457K