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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
RA
2626
RoundAngle Advisors
New Jersey
$2.64M
RCA
2627
Roberts Capital Advisors
Colorado
$2.64M
EFM
2628
Eley Financial Management
Vermont
$2.64M
IJWM
2629
Inman Jager Wealth Management
Mississippi
$2.63M
MSCM
2630
McElhenny Sheffield Capital Management
Texas
$2.63M
LF
2631
Lantz Financial
Illinois
$2.63M
BSSFA
2632
Baron Silver Stevens Financial Advisors
Florida
$2.63M
BI
2633
Bolthouse Investments
California
$2.62M
VWM
2634
Vigilare Wealth Management
Arizona
$2.62M
YDMI
2635
Y.D. More Investments
Israel
$2.62M
ANC
2636
Ames National Corp
Iowa
$2.62M
HAS
2637
HBW Advisory Services
California
$2.61M
CFGW
2638
Chancellor Financial Group WB
Pennsylvania
$2.61M
EWS
2639
Eagle Wealth Strategies
New Jersey
$2.6M
TC
2640
Trust Company
Kansas
$2.6M
SWRP
2641
Summit Wealth & Retirement Planning
California
$2.59M
KLWA
2642
Kelly Lawrence W & Associates
California
$2.59M
SPWG
2643
Syntegra Private Wealth Group
Missouri
$2.58M
EW
2644
Element Wealth
Mississippi
$2.58M
BDF
2645
Black Diamond Financial
Maryland
$2.58M
AWS
2646
Aspen Wealth Strategies
Colorado
$2.58M
VBA
2647
von Borstel & Associates
Oregon
$2.58M
TF
2648
Tudor Financial
Ohio
$2.57M
PCS
2649
Private Client Services
Kentucky
$2.57M
SCI
2650
Stableford Capital II
Arizona
$2.57M