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
VFA
1901
Voya Financial Advisors
Connecticut
$5.82M
DA
1902
Doliver Advisors
Texas
$5.82M
FBC
1903
Fairfield, Bush & Co
Connecticut
$5.81M
MTIC
1904
Missouri Trust & Investment Company
Missouri
$5.8M
JJBC
1905
James J. Burns & Company
New York
$5.8M
BIP
1906
Blueprint Investment Partners
North Carolina
$5.79M
SWM
1907
Sculati Wealth Management
Michigan
$5.78M
AIM
1908
Aspen Investment Management
Michigan
$5.78M
1WA
1909
180 Wealth Advisors
Washington
$5.74M
MFA
1910
Mayflower Financial Advisors
Massachusetts
$5.74M
GPA
1911
Guerra Pan Advisors
New Jersey
$5.74M
BFPW
1912
BOK Financial Private Wealth
Colorado
$5.74M
HA
1913
Hamel Associates
New Jersey
$5.71M
C
1914
Certuity
Florida
$5.69M
FWM
1915
Forza Wealth Management
Florida
$5.68M
OAM
1916
Oak Asset Management
California
$5.68M
IIA
1917
IPG Investment Advisors
California
$5.66M
3IP
1918
3Chopt Investment Partners
Virginia
$5.66M
WA
1919
Wealth Alliance
New York
$5.65M
IP
1920
Investment Partners
Ohio
$5.65M
CGL
1921
Clarius Group LLC
Washington
$5.65M
AWM
1922
Aprio Wealth Management
Georgia
$5.65M
AEPWM
1923
Atlantic Edge Private Wealth Management
Florida
$5.64M
BWM
1924
BKM Wealth Management
Wisconsin
$5.64M
RMAM
1925
Raab & Moskowitz Asset Management
New Jersey
$5.61M