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
RMP
2101
Richards, Merrill & Peterson
Washington
$4.58M
AA
2102
Alta Advisers
United Kingdom
$4.58M
WC
2103
Weil Company
California
$4.58M
HWP
2104
Highline Wealth Partners
California
$4.58M
PWAM
2105
Pinnacle West Asset Management
Wyoming
$4.57M
HIIFS
2106
Harel Insurance Investments & Financial Services
Israel
$4.57M
PWMG
2107
Prestige Wealth Management Group
New Jersey
$4.57M
JHCP
2108
Jackson Hole Capital Partners
Oklahoma
$4.57M
SI
2109
Saxon Interests
Texas
$4.55M
EAM
2110
Empirical Asset Management
Massachusetts
$4.55M
TAM
2111
Titleist Asset Management
Texas
$4.54M
WCM
2112
Weik Capital Management
Pennsylvania
$4.53M
MIM
2113
Marshall Investment Management
Colorado
$4.53M
EPIME
2114
Evelyn Partners Investment Management (Europe)
$4.52M
GSWM
2115
Greenup Street Wealth Management
Michigan
$4.51M
TAFW
2116
Tred Avon Family Wealth
Maryland
$4.51M
BAM
2117
BOS Asset Management
Illinois
$4.49M
MPWS
2118
McCarter Private Wealth Services
Massachusetts
$4.49M
SEP
2119
Southland Equity Partners
Missouri
$4.49M
PWA
2120
Phoenix Wealth Advisors
North Carolina
$4.48M
SC
2121
Sawyer & Company
Massachusetts
$4.48M
AIA
2122
Affinity Investment Advisors
California
$4.48M
KJWM
2123
Kiley Juergens Wealth Management
Washington
$4.48M
CPC
2124
Congress Park Capital
New York
$4.47M
RWP
2125
Revolve Wealth Partners
New Jersey
$4.47M