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
RMC
701
Resources Management Corp
Connecticut
$35.3M
SIMG
702
Sonora Investment Management Group
Arizona
$35.2M
PCMF
703
Private Capital Management (Florida)
Florida
$35.2M
AWAG
704
ARS Wealth Advisors Group
Florida
$35.1M
CAM
705
Congress Asset Management
Massachusetts
$35M
JPMIA
706
J.P. Marvel Investment Advisors
Massachusetts
$34.9M
CTA
707
Colonial Trust Advisors
South Carolina
$34.9M
TYCC
708
Texas Yale Capital Corp
Florida
$34.9M
ONB
709
Old National Bancorp
Indiana
$34.8M
OIA
710
OneDigital Investment Advisors
Kansas
$34.8M
AWM
711
Absher Wealth Management
North Carolina
$34.7M
FMI
712
F/M Investments
District of Columbia
$34.7M
SCA
713
Stillwater Capital Advisors
Pennsylvania
$34.5M
BFG
714
Bleakley Financial Group
New Jersey
$34.5M
RP
715
Rice Partnership
Hawaii
$34.5M
TF
716
Talbot Financial
Washington
$34.2M
FFA
717
First Foundation Advisors
California
$34.1M
EAM
718
Exane Asset Management
France
$34.1M
AAF
719
Andra AP-fonden
Sweden
$34M
SW
720
SVB Wealth
Massachusetts
$33.9M
CSP
721
Cary Street Partners
Virginia
$33.8M
PMG
722
ProVise Management Group
Florida
$33.7M
CHAM
723
Clear Harbor Asset Management
Connecticut
$33.4M
HSA
724
HBK Sorce Advisory
Pennsylvania
$33.4M
SHFA
725
SS&H Financial Advisors
Michigan
$33.3M