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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
LA
2551
LexAurum Advisors
Kansas
$2.82M
GPWM
2552
Grant Private Wealth Management
California
$2.82M
KFA
2553
Kapstone Financial Advisors
Ohio
$2.82M
SFM
2554
Signet Financial Management
New Jersey
$2.82M
KFSC
2555
Keystone Financial Services (Colorado)
Colorado
$2.81M
CH
2556
Cromwell Holdings
Wyoming
$2.81M
SSWM
2557
Strait & Sound Wealth Management
California
$2.81M
PIA
2558
Perennial Investment Advisors
California
$2.8M
AFM
2559
Armstrong Fleming & Moore
District of Columbia
$2.8M
SCM
2560
Sunbeam Capital Management
Georgia
$2.8M
GDP
2561
Great Diamond Partners
Maine
$2.8M
IF
2562
IRON Financial
Illinois
$2.79M
B
2563
Birchbrook
Maine
$2.79M
AP
2564
Atwood & Palmer
Missouri
$2.78M
MCM
2565
Mainstream Capital Management
California
$2.78M
WP
2566
Westmount Partners
California
$2.78M
MKC
2567
M. Kraus & Co
Vermont
$2.78M
MIC
2568
Meridian Investment Counsel
California
$2.77M
IA
2569
IFG Advisors
Missouri
$2.77M
HFAS
2570
Hummer Financial Advisory Services
Illinois
$2.77M
BSI
2571
Bennett Selby Investments
Maine
$2.76M
OC
2572
Oarsman Capital
Wisconsin
$2.76M
FMN
2573
Financial Management Network
California
$2.75M
BFG
2574
Bouchey Financial Group
New York
$2.75M
WMA
2575
Wealth Management Associates
New Jersey
$2.74M