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
TWM
2001
Tradition Wealth Management
Minnesota
$5.21M
KM
2002
KP Management
Minnesota
$5.21M
CBT
2003
Central Bank & Trust
Kentucky
$5.21M
SAM
2004
Sawgrass Asset Management
Florida
$5.2M
TCM
2005
Tandem Capital Management
New Jersey
$5.19M
IA
2006
Integrity Alliance
Iowa
$5.19M
FWA
2007
FSM Wealth Advisors
Ohio
$5.18M
ICP
2008
Interchange Capital Partners
Pennsylvania
$5.18M
CPBTD
2009
Central Pacific Bank - Trust Division
Hawaii
$5.18M
OL
2010
Optas LLC
Texas
$5.17M
BHBT
2011
Burke & Herbert Bank & Trust
Virginia
$5.16M
RFA
2012
Register Financial Advisors
Georgia
$5.15M
MWA
2013
Monograph Wealth Advisors
California
$5.15M
CCM
2014
Condor Capital Management
New Jersey
$5.14M
RCA
2015
Ranch Capital Advisors
Florida
$5.13M
OF
2016
Outfitter Financial
Maine
$5.11M
VIP
2017
Viewpoint Investment Partners
Alberta, Canada
$5.1M
CCWA
2018
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.1M
CBT
2019
Crews Bank & Trust
Florida
$5.07M
EFSCE
2020
Enterprise Financial Services Corp (EFSC)
Missouri
$5.07M
RP
2021
Raelipskie Partnership
Ontario, Canada
$5.06M
IFWM
2022
Institute for Wealth Management
Colorado
$5.06M
LI
2023
Lafayette Investments
Maryland
$5.05M
JWM
2024
Jessup Wealth Management
Ohio
$5.03M
LA
2025
Legacy Advisors
Pennsylvania
$5.03M