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
SIAP
1676
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7.6M
CI
1677
Cherokee Insurance
Michigan
$7.57M
BCM
1678
Bretton Capital Management
California
$7.57M
SCI
1679
S&CO Inc
Massachusetts
$7.57M
GCA
1680
Gradient Capital Advisors
California
$7.56M
SIC
1681
Shoker Investment Counsel
Ohio
$7.56M
CWMK
1682
Caliber Wealth Management (Kansas)
Kansas
$7.55M
AAS
1683
Ameritas Advisory Services
Nebraska
$7.55M
PMSA
1684
Patrick M. Sweeney & Associates
Illinois
$7.55M
BOPW
1685
Brandywine Oak Private Wealth
Pennsylvania
$7.54M
LNWTC
1686
Laird Norton Wetherby Trust Company
Washington
$7.54M
NB
1687
Nicolet Bankshares
Wisconsin
$7.53M
NL
1688
NWAM LLC
Washington
$7.51M
GJWM
1689
Gilliland Jeter Wealth Management
Arkansas
$7.51M
MCP
1690
Martin Capital Partners
Oregon
$7.51M
SEIA
1691
Signature Estate & Investment Advisors
California
$7.5M
RAM
1692
Ramirez Asset Management
New York
$7.5M
GSB
1693
Greenfield Savings Bank
Massachusetts
$7.48M
EFG
1694
Ethos Financial Group
Pennsylvania
$7.48M
VWMG
1695
Virginia Wealth Management Group
Virginia
$7.46M
AF
1696
AGP Franklin
Tennessee
$7.45M
FI
1697
Firetrail Investments
Australia
$7.44M
PBC
1698
Pavion Blue Capital
California
$7.44M
MFS
1699
Monetta Financial Services
Illinois
$7.41M
AFA
1700
Arlington Financial Advisors
California
$7.41M