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
YIA
1126
YHB Investment Advisors
Connecticut
$15.8M
Temasek Holdings
1127
Temasek Holdings
Singapore
$15.7M
BAM
1128
Boyar Asset Management
New York
$15.7M
CWS
1129
Confluence Wealth Services
Pennsylvania
$15.7M
DS
1130
DRW Securities
Illinois
$15.6M
MWM
1131
Marietta Wealth Management
Georgia
$15.6M
CM
1132
Cercano Management
Washington
$15.6M
KLCM
1133
KG&L Capital Management
Louisiana
$15.6M
WSC
1134
Wellington Shields & Co
New York
$15.6M
FHA
1135
Flagship Harbor Advisors
Massachusetts
$15.6M
OPW
1136
Osprey Private Wealth
New York
$15.4M
IA
1137
IFP Advisors
Florida
$15.4M
BIM
1138
Baldwin Investment Management
Pennsylvania
$15.4M
BTI
1139
Blue Trust Inc
Georgia
$15.3M
PCG
1140
Prosperity Consulting Group
Maryland
$15.3M
SAM
1141
Smartleaf Asset Management
Massachusetts
$15.3M
SFO
1142
Stokes Family Office
Louisiana
$15.3M
EFG
1143
Embree Financial Group
Illinois
$15.3M
SCP
1144
Shorepoint Capital Partners
Massachusetts
$15.3M
ACM
1145
Adalta Capital Management
New York
$15.2M
TCM
1146
Twin Capital Management
Pennsylvania
$15.2M
SFP
1147
Shepherd Financial Partners
Massachusetts
$15.2M
GIC
1148
Generali Investments CEE
Czech Republic
$15.2M
FCT
1149
Family Capital Trust
Massachusetts
$15.1M
Artisan Partners
1150
Artisan Partners
Wisconsin
$15.1M