JPM icon

JPMorgan Chase

4,726 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, 1,931 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: 945914 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
914
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
SFS
2276
Security Financial Services
Indiana
$3.73M
PFM
2277
Patton Fund Management
Texas
$3.72M
MCM
2278
Morton Capital Management
California
$3.72M
IC
2279
Inscription Capital
Texas
$3.72M
AI
2280
Axecap Investments
Ohio
$3.71M
FCM
2281
Fieldview Capital Management
Michigan
$3.71M
FI
2282
Finivi Inc
Massachusetts
$3.7M
LWM
2283
Lakeridge Wealth Management
Ohio
$3.7M
KC
2284
Kepler Cheuvreux
$3.7M
WDC
2285
Woodward Diversified Capital
California
$3.69M
TCWM
2286
Total Clarity Wealth Management
Illinois
$3.69M
EB
2287
Exchange Bank
California
$3.69M
LF
2288
Lee Financial
Texas
$3.68M
SGC
2289
Slocum, Gordon & Co
Rhode Island
$3.68M
CWP
2290
Core Wealth Partners
California
$3.68M
AF
2291
Aldebaran Financial
$3.67M
CFS
2292
CRA Financial Services
New Jersey
$3.67M
TWP
2293
Tempus Wealth Planning
California
$3.67M
CCG
2294
Ceeto Capital Group
Florida
$3.67M
DA
2295
Drake & Associates
Wisconsin
$3.66M
SAM
2296
Summit Asset Management
Tennessee
$3.66M
HFM
2297
Hartford Funds Management
Pennsylvania
$3.65M
PH
2298
Pinnacle Holdings
Oklahoma
$3.65M
LC
2299
LCNB Corp
Ohio
$3.64M
CFO
2300
CVA Family Office
Colorado
$3.64M