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
NLGIA
1051
Nippon Life Global Investors Americas
New York
$17.9M
SPC
1052
Sigma Planning Corp
Michigan
$17.9M
NFG
1053
Nations Financial Group
Iowa
$17.9M
SC
1054
Stolper & Co
Oklahoma
$17.7M
FNA
1055
First National Advisers
Nebraska
$17.7M
RCM
1056
Radnor Capital Management
Pennsylvania
$17.7M
VM
1057
Venator Management
Pennsylvania
$17.7M
NM
1058
NWI Management
New York
$17.7M
WAP
1059
Wealthcare Advisory Partners
Pennsylvania
$17.7M
BPC
1060
Banque Pictet & Cie
Switzerland
$17.7M
PA
1061
Perennial Advisors
New York
$17.6M
MYIA
1062
Mount Yale Investment Advisors
Colorado
$17.6M
MFG
1063
Magnus Financial Group
New York
$17.6M
LCM
1064
LVM Capital Management
Michigan
$17.6M
VWA
1065
Visionary Wealth Advisors
Illinois
$17.6M
GFG
1066
Greystone Financial Group
Michigan
$17.6M
JPWM
1067
Jamison Private Wealth Management
Georgia
$17.6M
CFA
1068
Capstone Financial Advisors
Illinois
$17.5M
ANBT
1069
American National Bank & Trust
Texas
$17.5M
GH
1070
GAM Holding
Switzerland
$17.5M
VHAM
1071
Van Hulzen Asset Management
California
$17.4M
BEAM
1072
Baker Ellis Asset Management
Washington
$17.3M
KCG
1073
Kinsale Capital Group
Virginia
$17.3M
MCM
1074
Mengis Capital Management
Oregon
$17.3M
HIA
1075
Harbor Investment Advisory
Maryland
$17.3M