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
LAM
4426
Lummis Asset Management
Texas
$271K
TCFP
4427
Treasure Coast Financial Planning
Florida
$269K
LWM
4428
Luminvest Wealth Management
Arizona
$269K
PFC
4429
Phocas Financial Corp
California
$268K
HAFS
4430
Hapanowicz & Associates Financial Services
Pennsylvania
$268K
FA
4431
Fortis Advisors
Pennsylvania
$268K
BF
4432
Bonfire Financial
Colorado
$267K
NJBEST
4433
New Jersey Better Educational Savings Trust
New Jersey
$267K
NCG
4434
Newport Capital Group
New Jersey
$267K
AI
4435
Auour Investments
Massachusetts
$266K
BCWM
4436
Ball & Co Wealth Management
Tennessee
$266K
ECAM
4437
East Coast Asset Management
Massachusetts
$266K
MSFP
4438
Mark Sheptoff Financial Planning
Connecticut
$266K
LKIM
4439
Lawson Kroeker Investment Management
Nebraska
$266K
MJP
4440
Michael J. Puzo
$265K
LWA
4441
Lifelong Wealth Advisors
Minnesota
$264K
BWA
4442
BCU Wealth Advisors
Illinois
$264K
AWA
4443
Archvest Wealth Advisors
California
$263K
FWM
4444
Fonville Wealth Management
Virginia
$262K
SWA
4445
ShankerValleau Wealth Advisors
Illinois
$262K
BT
4446
Brandywine Trust
Delaware
$262K
ACM
4447
Alamar Capital Management
California
$262K
IFA
4448
Independence Financial Advisors
New Hampshire
$261K
PCWA
4449
Pacific Capital Wealth Advisors
California
$261K
JWM
4450
Jacksonville Wealth Management
Florida
$261K