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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
IWA
2576
IBEX Wealth Advisors
New Jersey
$2.74M
CA
2577
Corrado Advisors
New Jersey
$2.74M
MPCG
2578
Matrix Private Capital Group
New York
$2.74M
WAL
2579
W Advisors LLC
Tennessee
$2.73M
LCM
2580
Lazari Capital Management
California
$2.73M
WIA
2581
Westbourne Investment Advisors
Maryland
$2.73M
LIA
2582
LBMC Investment Advisors
Tennessee
$2.73M
RB
2583
Rodgers Brothers
Pennsylvania
$2.73M
TRIA
2584
Trail Ridge Investment Advisors
Colorado
$2.73M
CM
2585
Capula Management
Cayman Islands
$2.73M
WCAMG
2586
Woodard & Company Asset Management Group
North Carolina
$2.72M
CCA
2587
Cora Capital Advisors
New Jersey
$2.72M
FRA
2588
Front Row Advisors
California
$2.71M
AF
2589
Affiance Financial
Minnesota
$2.71M
VCM
2590
Versant Capital Management
Arizona
$2.71M
CIA
2591
Citadel Investment Advisory
Ohio
$2.71M
EIA
2592
Edgemoor Investment Advisors
Maryland
$2.71M
NWAG
2593
Net Worth Advisory Group
Utah
$2.71M
CAG
2594
Centerpoint Advisory Group
Kansas
$2.71M
PWM
2595
Pinnacle Wealth Management
California
$2.7M
IIM
2596
InTrack Investment Management
Vermont
$2.7M
PWP
2597
Pursue Wealth Partners
California
$2.7M
TF
2598
TLWM Financial
Texas
$2.7M
MFG
2599
Monte Financial Group
Connecticut
$2.7M
VCM
2600
Vision Capital Management
Oregon
$2.69M