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
HAIM
2426
Hunter Associates Investment Management
Pennsylvania
$3.19M
VAG
2427
VisionPoint Advisory Group
Texas
$3.19M
ISWM
2428
Independent Solutions Wealth Management
New York
$3.19M
BST
2429
Bath Savings Trust
Maine
$3.19M
PL
2430
Plancorp LLC
Missouri
$3.18M
RFA
2431
ROI Financial Advisors
Oregon
$3.18M
SCM
2432
Spreng Capital Management
Ohio
$3.18M
PHS
2433
Pekin Hardy Strauss
Illinois
$3.18M
EFH
2434
Eaton Financial Holdings
Florida
$3.18M
FBT
2435
First Bank & Trust
South Dakota
$3.17M
LF
2436
LifeSteps Financial
California
$3.17M
HP
2437
Hilltop Partners
Indiana
$3.17M
YWS
2438
Yarger Wealth Strategies
Ohio
$3.16M
ARA
2439
Alexander Randolph Advisory
Virginia
$3.16M
OFS
2440
Orrstown Financial Services
Pennsylvania
$3.16M
MTWM
2441
Masso Torrence Wealth Management
New Jersey
$3.16M
SWK
2442
Stephen W. Kidder
$3.16M
WI
2443
WrapManager Inc
California
$3.15M
HWA
2444
HHM Wealth Advisors
Tennessee
$3.15M
EWM
2445
Elmwood Wealth Management
California
$3.15M
SRC
2446
Sage Rhino Capital
California
$3.15M
VIP
2447
Vista Investment Partners
Oklahoma
$3.14M
PCM
2448
Pointe Capital Management
Michigan
$3.14M
AFG
2449
Allegheny Financial Group
Pennsylvania
$3.13M
AFA
2450
AA Financial Advisors
Ohio
$3.13M