JPM icon

JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 reducing their positions, and 101 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: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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 +$1.22B
2 +$1.04B
3 +$667M
4
Holocene Advisors
Holocene Advisors
New York
+$620M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$462M

Top Sellers

1 -$2.12B
2 -$1.91B
3 -$1.04B
4
UBS AM
UBS AM
Illinois
-$1.03B
5
Citadel Advisors
Citadel Advisors
Florida
-$721M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1201
Syon Capital
California
$13.7M
JCM
1202
Jacobi Capital Management
Pennsylvania
$13.7M
RFA
1203
Rollins Financial Advisors
New York
$13.7M
PI
1204
Pettee Investors
Connecticut
$13.7M
PL
1205
Parthenon LLC
Kentucky
$13.7M
PT
1206
Plimoth Trust
Massachusetts
$13.7M
TIM
1207
Thompson Investment Management
Wisconsin
$13.6M
BSB
1208
Bangor Savings Bank
Maine
$13.6M
XF
1209
XML Financial
Maryland
$13.5M
CI
1210
CX Institutional
Indiana
$13.5M
PAG
1211
Private Advisory Group
Washington
$13.5M
XWM
1212
Xcel Wealth Management
Florida
$13.5M
SFG
1213
SevenBridge Financial Group
Pennsylvania
$13.5M
KA
1214
Kintegral Advisory
New York
$13.5M
BA
1215
Bridgewater Advisors
New York
$13.4M
TAM
1216
Townsend Asset Management
North Carolina
$13.4M
FWTB
1217
First Western Trust Bank
Colorado
$13.4M
PA
1218
Profund Advisors
Maryland
$13.4M
RFM
1219
Royal Fund Management
Florida
$13.3M
PPW
1220
Parcion Private Wealth
Washington
$13.3M
CCM
1221
Coerente Capital Management
Ontario, Canada
$13.3M
NA
1222
Nordwand Advisors
Pennsylvania
$13.3M
APSI
1223
Asset Planning Services Inc
Louisiana
$13.3M
IP
1224
Interval Partners
New York
$13.2M
AIM
1225
Anchor Investment Management
South Carolina
$13.1M