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
FSWA
4276
Financial Synergies Wealth Advisors
Texas
$347K
PRRFG
4277
Paul R. Ried Financial Group
Washington
$345K
NA
4278
Nautilus Advisors
California
$345K
AFS
4279
AFG Fiduciary Services
Massachusetts
$345K
BAS
4280
Brueske Advisory Services
Washington
$345K
MFA
4281
McClarren Financial Advisors
Pennsylvania
$345K
PWM
4282
Parkshore Wealth Management
California
$344K
CC
4283
Capstone Capital
Nevada
$344K
NERM
4284
New England Research & Management
Illinois
$344K
I
4285
IMPACTfolio
Colorado
$344K
SA
4286
Skyline Advisors
Washington
$343K
NOI
4287
Newton One Investments
Delaware
$341K
RWS
4288
Rochester Wealth Strategies
Michigan
$340K
EP
4289
EPIQ Partners
Minnesota
$337K
TPCM
4290
Templeton & Phillips Capital Management
Tennessee
$336K
LSC
4291
Lesa Sroufe & Co
Washington
$335K
DA
4292
Dash Acquisitions
California
$335K
TCM
4293
TD Capital Management
Tennessee
$335K
SPAS
4294
Spectrum Planning & Advisory Services
California
$334K
AWM
4295
Alterna Wealth Management
Texas
$334K
LL
4296
LPWM LLC
Minnesota
$334K
PS
4297
Pinney & Scofield
Massachusetts
$334K
DWM
4298
Daner Wealth Management
Georgia
$334K
STFP
4299
Signal Tree Financial Partners
Ohio
$333K
QWM
4300
Quaker Wealth Management
New Jersey
$333K