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
SFCL
4626
Strengthening Families & Communities LLC
Massachusetts
$99.2K
RWS
4627
Retirement Wealth Solutions
Wisconsin
$98.9K
ACM
4628
Anfield Capital Management
California
$98.4K
CFG
4629
Clayton Financial Group
Missouri
$96.2K
SA
4630
Seneschal Advisors
Washington
$95.1K
UIA
4631
Ulland Investment Advisors
Minnesota
$93K
RWA
4632
Redmont Wealth Advisors
Illinois
$92.9K
TVWM
4633
Tower View Wealth Management
Wisconsin
$88.4K
MIM
4634
Meridiem Investment Management
United Kingdom
$88.3K
CI
4635
Clal Insurance
Israel
$81K
APW
4636
Atlantic Private Wealth
North Carolina
$76.2K
PSFG
4637
Park Square Financial Group
Georgia
$74.8K
DRP
4638
Decker Retirement Planning
Utah
$74.4K
DCM
4639
Disciplina Capital Management
Tennessee
$74.1K
HFS
4640
Horizon Financial Services
North Carolina
$73.9K
SHM
4641
Sagard Holdings Management
Ontario, Canada
$70K
CAM
4642
Clarity Asset Management
Iowa
$68.7K
PCM
4643
Penserra Capital Management
California
$67K
TCM
4644
Tanaka Capital Management
New York
$65K
WOC
4645
West Oak Capital
California
$64.2K
NECFA
4646
New England Capital Financial Advisors
Connecticut
$63.5K
LWA
4647
Lowe Wealth Advisors
Maryland
$63.4K
BMC
4648
Bear Mountain Capital
Washington
$61.8K
CF
4649
Collier Financial
Colorado
$60K
PA
4650
Pineridge Advisors
Missouri
$58.1K