JPM icon

JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
PFP
4151
Paragon Financial Partners
California
$424K
IWS
4152
Integrity Wealth Solutions
Colorado
$423K
PPWM
4153
PFG Private Wealth Management
Florida
$423K
VFS
4154
Valpey Financial Services
New Hampshire
$423K
BDL
4155
Banque de Luxembourg
Luxembourg
$421K
ACM
4156
Avos Capital Management
Washington
$420K
GFP
4157
Guardian Financial Partners
California
$419K
MCA
4158
Maryland Capital Advisors
Maryland
$419K
TWM
4159
Tumwater Wealth Management
Idaho
$419K
HFS
4160
Hoge Financial Services
Pennsylvania
$418K
C
4161
Covestor
United Kingdom
$417K
CPA
4162
Clear Point Advisors
New York
$417K
ZRP
4163
Zynergy Retirement Planning
New Jersey
$417K
RH
4164
RFG Holdings
Texas
$415K
HC
4165
Hoese & Co
Minnesota
$413K
CWM
4166
CarsonAllaria Wealth Management
Illinois
$413K
MWM
4167
Momentous Wealth Management
Washington
$413K
PTCG
4168
Pring Turner Capital Group
California
$412K
SPFA
4169
Summit Place Financial Advisors
New Jersey
$412K
PPWM
4170
Perissos Private Wealth Management
Oklahoma
$412K
LSWP
4171
Liberty Square Wealth Partners
Pennsylvania
$411K
PCC
4172
Park Circle Company
Maryland
$410K
QL
4173
Quarry LP
New York
$410K
DKCM
4174
Davidson Kahn Capital Management
California
$409K
RFN
4175
Redwood Financial Network
Ohio
$407K