JPM icon

JPMorgan Chase

4,696 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,101 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: 72.22%71.05% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
TCOK
4401
Trust Company of Kansas
Kansas
$284K
TF
4402
Theory Financial
Colorado
$283K
AFG
4403
Altiora Financial Group
Ohio
$282K
EC
4404
EntryPoint Capital
New York
$282K
WCM
4405
WealthTrak Capital Management
Virginia
$282K
AWM
4406
Adams Wealth Management
Utah
$282K
CI
4407
CacheTech Inc
Utah
$282K
EFN
4408
Equita Financial Network
Pennsylvania
$281K
OFG
4409
Opulen Financial Group
Virginia
$280K
AC
4410
Armistice Capital
New York
$280K
WIP
4411
WealthCare Investment Partners
Rhode Island
$280K
GK
4412
Graney & King
New York
$280K
UW
4413
Unique Wealth
Florida
$280K
IP
4414
Integras Partners
Georgia
$279K
CP
4415
Capital Planning
Washington
$279K
FNWM
4416
Financial Network Wealth Management
Utah
$277K
GCM
4417
Gallacher Capital Management
Colorado
$277K
HC
4418
Headland Capital
South Carolina
$276K
BWG
4419
Balanced Wealth Group
Ohio
$275K
ES
4420
ETF Store
Kansas
$274K
Q1WB
4421
Quest 10 Wealth Builders
Virginia
$273K
LFA
4422
Legend Financial Advisors
Pennsylvania
$272K
GVCM
4423
Global View Capital Management
Wisconsin
$272K
DK
4424
David Kennon
Florida
$272K
BFS
4425
Beacon Financial Strategies
North Carolina
$271K