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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
AGP
2476
Autumn Glory Partners
Texas
$3.08M
BIG
2477
Brookwood Investment Group
Arizona
$3.08M
MW
2478
Maia Wealth
Colorado
$3.08M
NME
2479
Notis-McConarty Edward
$3.07M
NAMNJ
2480
NorthStar Asset Management (New Jersey)
New Jersey
$3.06M
BTWM
2481
Baker Tilly Wealth Management
Wisconsin
$3.06M
GWCM
2482
Godshalk Welsh Capital Management
Pennsylvania
$3.06M
CG
2483
CFO4Life Group
Texas
$3.05M
TIA
2484
Trust Investment Advisors
Indiana
$3.05M
FWM
2485
Forefront Wealth Management
Pennsylvania
$3.04M
CSPIA
2486
Cary Street Partners Investment Advisory
Virginia
$3.03M
TB
2487
Terril Brothers
Missouri
$3.03M
WWM
2488
Waterway Wealth Management
Texas
$3.03M
UOTTAIMCU
2489
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.03M
SWA
2490
Strategies Wealth Advisors
Michigan
$3.03M
BFA
2491
Brown Financial Advisors
Ohio
$3.02M
RC
2492
Reik & Co
New York
$3.02M
DWM
2493
Drive Wealth Management
Utah
$3.02M
MTC
2494
Matrix Trust Company
Colorado
$3.02M
SVCP
2495
Silicon Valley Capital Partners
California
$3.02M
WAM
2496
Wernau Asset Management
Massachusetts
$3.02M
CA
2497
Carson Advisory
Georgia
$3.02M
DBG
2498
De Burlo Group
Massachusetts
$3.01M
CCM
2499
Compass Capital Management
Minnesota
$3.01M
NA
2500
Navellier & Associates
Nevada
$3.01M