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
IWB
4351
Innovative Wealth Building
Maryland
$306K
KFG
4352
Kropog Financial Group
Louisiana
$305K
KA
4353
Kure Advisory
Minnesota
$304K
NLWP
4354
Next Level Wealth Planning
Idaho
$304K
BBNB
4355
Baker Boyer National Bank
Washington
$304K
RWM
4356
Rialto Wealth Management
New York
$304K
DQRIM
4357
Dale Q Rice Investment Management
Washington
$303K
AC
4358
Avant Capital
Louisiana
$303K
PWA
4359
Prairie Wealth Advisors
Nebraska
$303K
MIM
4360
Macroview Investment Management
Maryland
$302K
NA
4361
Note Advisors
New York
$302K
CI
4362
Carroll Investors
South Carolina
$301K
CCM
4363
Check Capital Management
California
$301K
TCCM
4364
Timber Creek Capital Management
Massachusetts
$300K
MWM
4365
Magnolia Wealth Management
Alabama
$299K
ACM
4366
Aurdan Capital Management
Pennsylvania
$299K
GAM
4367
GEM Asset Management
Michigan
$298K
FI
4368
FWG Investments
Kentucky
$298K
FRM
4369
Fox Run Management
Connecticut
$298K
CCMIC
4370
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$298K
SCA
4371
Sander Capital Advisors
Washington
$297K
WI
4372
Westbourne Investments
Virginia
$297K
KCM
4373
Kennedy Capital Management
Missouri
$296K
CQWA
4374
Chokshi & Queen Wealth Advisors
California
$295K
MFG
4375
Midwest Financial Group
Kansas
$293K