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
MA
1426
MSA Advisors
California
$9.84M
EGA
1427
E&G Advisors
Texas
$9.81M
FMB
1428
Field & Main Bank
Kentucky
$9.81M
RA
1429
Ransom Advisory
Rhode Island
$9.8M
UWM
1430
Udine Wealth Management
Florida
$9.8M
HWMO
1431
Heritage Wealth Management (Ohio)
Ohio
$9.8M
SSW
1432
Stone Summit Wealth
Florida
$9.78M
HI
1433
Hoey Investments
Pennsylvania
$9.78M
ICP
1434
Ironvine Capital Partners
Nebraska
$9.77M
MP
1435
McDonald Partners
Ohio
$9.76M
ITIM
1436
Indiana Trust & Investment Management
Indiana
$9.76M
ST
1437
Sentinel Trust
Texas
$9.74M
OL
1438
Owen LaRue
Kentucky
$9.74M
WTA
1439
Washington Trust Advisors
Massachusetts
$9.74M
MYLI
1440
Meiji Yasuda Life Insurance
Japan
$9.72M
GIA
1441
Guyasuta Investment Advisors
Pennsylvania
$9.72M
DIM
1442
DLK Investment Management
California
$9.71M
WWA
1443
WCG Wealth Advisors
Nevada
$9.7M
MMPW
1444
Mitchell McLeod Pugh & Williams
Alabama
$9.7M
OAM
1445
Occidental Asset Management
California
$9.69M
ITC
1446
Inspire Trust Company
Nevada
$9.68M
SCM
1447
Summerhill Capital Management
Ontario, Canada
$9.68M
MCCP
1448
Mission Creek Capital Partners
California
$9.64M
WBWA
1449
William B. Walkup & Associates
South Carolina
$9.64M
AFM
1450
Abbot Financial Management
Massachusetts
$9.63M