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
AFA
1701
Arlington Financial Advisors
California
$7.41M
V
1702
VeraBank
Texas
$7.41M
HCM
1703
Hudson Capital Management
New Jersey
$7.4M
MSFS
1704
Main Street Financial Solutions
Pennsylvania
$7.4M
MFC
1705
Mechanics Financial Corp
Ohio
$7.4M
AA
1706
Armis Advisers
Georgia
$7.38M
MCB
1707
Morton Community Bank
Illinois
$7.37M
WP
1708
WealthPLAN Partners
Nebraska
$7.36M
PS
1709
Pensionfund Sabic
Netherlands
$7.35M
RW
1710
Rockport Wealth
Ohio
$7.31M
DA
1711
Dover Advisors
Virginia
$7.31M
BOS
1712
Bank of Stockton
California
$7.3M
WPW
1713
Waldron Private Wealth
Pennsylvania
$7.3M
CWM
1714
Cornerstone Wealth Management
Missouri
$7.29M
AL
1715
Aspiriant LLC
California
$7.26M
EC
1716
Enhancing Capital
Pennsylvania
$7.25M
PIP
1717
Peachtree Investment Partners
Florida
$7.24M
Financial Engines Advisors
1718
Financial Engines Advisors
California
$7.24M
SF
1719
Slagle Financial
Illinois
$7.24M
RCG
1720
Regatta Capital Group
California
$7.23M
CIA
1721
Cohen Investment Advisors
New Hampshire
$7.22M
SCM
1722
Silvant Capital Management
Georgia
$7.21M
GCM
1723
Gables Capital Management
Florida
$7.21M
NPA
1724
Nichols & Pratt Advisers
Massachusetts
$7.19M
SGCA
1725
Steel Grove Capital Advisors
Tennessee
$7.19M