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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
VIPI
2601
Vista Investment Partners II
Indiana
$2.69M
FPCP
2602
Fort Point Capital Partners
California
$2.68M
CMANY
2603
Capital Management Associates (New York)
New York
$2.68M
AIM
2604
Advyzon Investment Management
Illinois
$2.68M
WEG
2605
World Equity Group
Illinois
$2.67M
CL
2606
CIM LLC
New York
$2.67M
MCI
2607
MRP Capital Investments
Georgia
$2.67M
SWM
2608
Shepherd Wealth Management
Ohio
$2.67M
JFA
2609
JNBA Financial Advisors
Minnesota
$2.67M
BCA
2610
Bay Capital Advisors
Virginia
$2.66M
PWM
2611
Paulson Wealth Management
Illinois
$2.66M
Capstone Investment Advisors
2612
Capstone Investment Advisors
New York
$2.66M
GIM
2613
Guardian Investment Management
California
$2.66M
FVWA
2614
Foster Victor Wealth Advisors
South Carolina
$2.66M
LFP
2615
Lakeshore Financial Planning
Michigan
$2.66M
FNBSF
2616
First National Bank Sioux Falls
South Dakota
$2.65M
DWM
2617
Defined Wealth Management
Oregon
$2.65M
CIC
2618
Cornercap Investment Counsel
Georgia
$2.65M
WLPWM
2619
Walled Lake Planning & Wealth Management
Illinois
$2.65M
GF
2620
Gries Financial
Ohio
$2.65M
OCM
2621
Orion Capital Management
California
$2.65M
FCB
2622
First County Bank
Connecticut
$2.65M
CSB
2623
City State Bank
Iowa
$2.65M
AB
2624
ANB Bank
Colorado
$2.64M
GCC
2625
Game Creek Capital
Massachusetts
$2.64M