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
AA
2301
Auxano Advisors
Washington
$3.64M
PWM
2302
Palumbo Wealth Management
New York
$3.63M
CAWM
2303
Capital Advisors Wealth Management
Washington
$3.63M
MSS
2304
Mitchell Sinkler & Starr
Pennsylvania
$3.63M
AGAM
2305
Audent Global Asset Management
California
$3.63M
HCCM
2306
Hudson Canyon Capital Management
New York
$3.63M
CCWM
2307
Correct Capital Wealth Management
Missouri
$3.62M
AC
2308
Aldebaran Capital
Indiana
$3.62M
FA
2309
Financial Advisors
Massachusetts
$3.62M
MCM
2310
Mainstay Capital Management
Michigan
$3.61M
CA
2311
Calton & Associates
Florida
$3.6M
MIM
2312
Miller Investment Management
Pennsylvania
$3.6M
DCM
2313
Davidson Capital Management
Texas
$3.6M
DAS
2314
DMKC Advisory Services
Iowa
$3.59M
CPC
2315
Cookson Peirce & Co
Pennsylvania
$3.59M
SMA
2316
Seven Mile Advisory
New Jersey
$3.59M
CW
2317
Channel Wealth
California
$3.58M
SWR
2318
Spahn Wealth & Retirement
Arizona
$3.58M
MEG
2319
Millstone Evans Group
Colorado
$3.58M
PFT
2320
Providence First Trust
Arizona
$3.58M
WDL
2321
Well Done LLC
Michigan
$3.57M
MHWM
2322
Montz Harcus Wealth Management
Louisiana
$3.57M
GC
2323
Gilbert & Cook
Iowa
$3.57M
SJIM
2324
St. Johns Investment Management
Florida
$3.57M
BI
2325
Bradyco Inc
Massachusetts
$3.56M