JPM icon

JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,102 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943911 (-32)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
911
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
EFMC
1251
Empire Financial Management Company
New York
$12.6M
RAM
1252
Redmond Asset Management
Virginia
$12.6M
BFG
1253
Beacon Financial Group
Texas
$12.6M
WKWM
1254
Walter & Keenan Wealth Management
Indiana
$12.6M
PFBT
1255
Parkside Financial Bank & Trust
Missouri
$12.6M
BP
1256
Broadleaf Partners
Ohio
$12.5M
FWP
1257
FAS Wealth Partners
Kansas
$12.5M
CC
1258
Constitution Capital
Connecticut
$12.5M
CAG
1259
Csenge Advisory Group
Florida
$12.5M
AMM
1260
American Money Management
California
$12.5M
MFS
1261
Mirabella Financial Services
United Kingdom
$12.5M
WWM
1262
Western Wealth Management
Colorado
$12.5M
AG
1263
Advocate Group
Minnesota
$12.4M
CA
1264
Claro Advisors
Massachusetts
$12.4M
GWMIA
1265
Global Wealth Management Investment Advisory
Florida
$12.4M
SPG
1266
Strategic Planning Group
Utah
$12.4M
LT
1267
Legacy Trust
Michigan
$12.3M
GCA
1268
Greenwood Capital Associates
South Carolina
$12.3M
WCA
1269
Waratah Capital Advisors
Ontario, Canada
$12.3M
BCCM
1270
Bridge Creek Capital Management
Massachusetts
$12.3M
BCPWM
1271
Bradley & Co Private Wealth Management
Florida
$12.3M
VFM
1272
Viking Fund Management
North Dakota
$12.3M
AWA
1273
Arete Wealth Advisors
Illinois
$12.3M
TIP
1274
Torray Investment Partners
Maryland
$12.3M
FC
1275
Fusion Capital
South Carolina
$12.2M