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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
MFG
2526
Mosaic Financial Group
Illinois
$2.93M
MFP
2527
Meridian Financial Partners
Virginia
$2.93M
COCM
2528
Charter Oak Capital Management
New Hampshire
$2.93M
CGA
2529
Crescent Grove Advisors
Illinois
$2.93M
VWM
2530
Vivid Wealth Management
Iowa
$2.92M
WW
2531
Waterfront Wealth
Kansas
$2.91M
SIC
2532
Samalin Investment Counsel
New York
$2.91M
CFG
2533
Cooper Financial Group
California
$2.9M
NEWAS
2534
N.E.W. Advisory Services
Wisconsin
$2.89M
A
2535
AlphaQuest
New York
$2.89M
MCM
2536
Mendel Capital Management
Arkansas
$2.88M
LB
2537
Legacy Bridge
Iowa
$2.88M
AA
2538
Altman Advisors
Illinois
$2.88M
NL
2539
Navalign LLC
California
$2.88M
TA
2540
TKG Advisors
Indiana
$2.87M
CPC
2541
CFC Planning Company
Indiana
$2.87M
ICM
2542
IMS Capital Management
Oregon
$2.86M
YWM
2543
Yukon Wealth Management
Kansas
$2.85M
WCM
2544
Washington Capital Management
Washington
$2.85M
FHC
2545
First Heartland Consultants
Missouri
$2.84M
LAIC
2546
Lederer & Associates Investment Counsel
California
$2.84M
PWM
2547
Prentice Wealth Management
New York
$2.84M
EA
2548
Ellsworth Advisors
Ohio
$2.84M
WSA
2549
Warm Springs Advisors
California
$2.83M
TWP
2550
Total Wealth Planning
Ohio
$2.83M