JPM icon

JPMorgan Chase

4,725 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,930 increasing their positions, 2,115 reducing their positions, and 100 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: $ → $

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.25% less ownership

Funds ownership: 72.27%71.02% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
Puts
$12.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.15B
2 +$983M
3 +$629M
4
Holocene Advisors
Holocene Advisors
New York
+$584M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$436M

Top Sellers

1 -$1.99B
2 -$1.8B
3 -$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
5
UBS AM
UBS AM
Illinois
-$967M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
4476
Jacksonville Wealth Management
Florida
$261K
MAMG
4477
Milestone Asset Management Group
Connecticut
$260K
CDWM
4478
Campbell Deegan Wealth Management
Virginia
$260K
GC
4479
GFG Capital
Florida
$259K
BWMG
4480
Barnes Wealth Management Group
California
$259K
FW
4481
Fairway Wealth
Ohio
$258K
LSL
4482
Legacy Solutions LLC
Pennsylvania
$257K
BFG
4483
Baron Financial Group
New Jersey
$257K
SWM
4484
Schwallier Wealth Management
Michigan
$256K
AV
4485
Aspiring Ventures
Ohio
$256K
FA
4486
Financial Avengers
California
$254K
VWM
4487
Vermillion Wealth Management
Minnesota
$254K
CAM
4488
Cobblestone Asset Management
Virginia
$254K
CWM
4489
CMH Wealth Management
New Hampshire
$253K
PPW
4490
PACK Private Wealth
Minnesota
$253K
CCA
4491
Corps Capital Advisors
Texas
$253K
FF
4492
Foronjy Financial
California
$252K
NCFG
4493
New Century Financial Group
New Jersey
$252K
RA
4494
RiverTree Advisors
Florida
$252K
1NWS
4495
1 North Wealth Services
Maryland
$252K
SPA
4496
Sentinel Pension Advisors
Massachusetts
$252K
SF
4497
Schaeffer Financial
Maryland
$252K
RPCA
4498
Running Point Capital Advisors
California
$251K
OC
4499
Optima Capital
Oregon
$249K
SWAG
4500
Spectrum Wealth Advisory Group
California
$248K