JPM icon

JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 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:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
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 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
4676
Park Square Financial Group
Georgia
$74.8K
DRP
4677
Decker Retirement Planning
Utah
$74.4K
DCM
4678
Disciplina Capital Management
Tennessee
$74.1K
HFS
4679
Horizon Financial Services
North Carolina
$73.9K
SHM
4680
Sagard Holdings Management
Ontario, Canada
$70K
CAM
4681
Clarity Asset Management
Iowa
$68.7K
PCM
4682
Penserra Capital Management
California
$67K
TCM
4683
Tanaka Capital Management
New York
$65K
WOC
4684
West Oak Capital
California
$64.2K
NECFA
4685
New England Capital Financial Advisors
Connecticut
$63.5K
LWA
4686
Lowe Wealth Advisors
Maryland
$63.4K
BMC
4687
Bear Mountain Capital
Washington
$61.8K
CF
4688
Collier Financial
Colorado
$60K
PA
4689
Pineridge Advisors
Missouri
$58.1K
CG
4690
Curat Global
New Hampshire
$56.8K
MCA
4691
Midwest Capital Advisors
Michigan
$56.8K
WCM
4692
Westend Capital Management
California
$52K
ICCON
4693
Investment Counsel Company of Nevada
Nevada
$49.8K
SC
4694
Swan Capital
Florida
$47.5K
CWA
4695
Carolina Wealth Advisors
South Carolina
$47K
TFG
4696
Team Financial Group
California
$46.6K
MBFW
4697
Morton Brown Family Wealth
Pennsylvania
$42.9K
PMIM
4698
Prudent Man Investment Management
Colorado
$42.7K
BIM
4699
Breakwater Investment Management
Washington
$41.3K
HWM
4700
Horizons Wealth Management
North Carolina
$39.4K