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
RL
4801
Retireful LLC
Michigan
MPM
4802
MBB Public Markets
Illinois
AWM
4803
AAF Wealth Management
Massachusetts
NA
4804
Novus Advisors
South Carolina
CWP
4805
Corepath Wealth Partners
Arizona
AAM
4806
Ameraudi Asset Management
New York
AC
4807
Attessa Capital
Arizona
DC
4808
Dahring Cusmano
Michigan
LFS
4809
Littlejohn Financial Services
Oregon
TA
4810
Teramo Advisors
Florida
PWA
4811
PCG Wealth Advisors
Kansas
MFF
4812
Michels Family Financial
Texas
CW
4813
Cooksen Wealth
Texas
MS
4814
Marshall & Sullivan
Washington
KWM
4815
Kiker Wealth Management
Georgia
Walleye Capital
4816
Walleye Capital
New York
WTFG
4817
Wood Tarver Financial Group
Idaho
RI
4818
Ridgewood Investments
New Jersey
MAWAG
4819
Mid-American Wealth Advisory Group
Missouri
KSWA
4820
Kathleen S. Wright Associates
Pennsylvania
RIM
4821
Ryan Investment Management
Colorado
MS
4822
Mizuho Securities
Japan
IMC
4823
Investment Management Corporation
Virginia
KIG
4824
Kessler Investment Group
Indiana
PCA
4825
PMV Capital Advisers
Texas