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
FFS
1876
Fischer Financial Services
Pennsylvania
$6M
ALA
1877
Atlas Legacy Advisors
California
$5.99M
MUAMU
1878
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.99M
CAM
1879
Chesapeake Asset Management
New York
$5.99M
WAG
1880
Winthrop Advisory Group
Massachusetts
$5.97M
GEA
1881
Glen Eagle Advisors
New Jersey
$5.96M
FMTCOCP
1882
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.95M
HL
1883
HeadInvest LLC
Maine
$5.95M
BMC
1884
Benin Management Corp
Connecticut
$5.94M
CH
1885
Canton Hathaway
Rhode Island
$5.94M
PWCM
1886
Processus Wealth & Capital Management
Tennessee
$5.93M
EWM
1887
Evermay Wealth Management
Virginia
$5.92M
SMH
1888
Sanders Morris Harris
Texas
$5.91M
PSB
1889
Piscataqua Savings Bank
New Hampshire
$5.9M
BO
1890
Bank OZK
Arkansas
$5.9M
MAM
1891
Milestone Asset Management
Pennsylvania
$5.89M
SMC
1892
Smith, Moore & Co
Missouri
$5.89M
WCM
1893
Wisconsin Capital Management
Wisconsin
$5.89M
OWA
1894
Octavia Wealth Advisors
Ohio
$5.88M
CA
1895
Continuum Advisory
Idaho
$5.88M
ACM
1896
Aljian Capital Management
Nevada
$5.87M
SDWIA
1897
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.86M
HW
1898
Hedeker Wealth
Illinois
$5.86M
NPF
1899
Norris Perne & French
Michigan
$5.86M
NAG
1900
Northstar Advisory Group
New Jersey
$5.85M