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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
MP
2676
Moment Partners
California
$2.5M
NWM
2677
Northwest Wealth Management
Iowa
$2.5M
RWP
2678
Ridgecrest Wealth Partners
California
$2.49M
OBGC
2679
O'Brien Greene & Co
Pennsylvania
$2.49M
OFS
2680
OneAscent Financial Services
Alabama
$2.49M
SC
2681
Stephens Consulting
Michigan
$2.49M
MA
2682
MBA Advisors
Pennsylvania
$2.48M
PCG
2683
PFC Capital Group
California
$2.48M
PFS
2684
Physicians Financial Services
North Carolina
$2.48M
PWM
2685
Palacios Wealth Management
Florida
$2.48M
SR
2686
Syntax Research
Florida
$2.47M
AWM
2687
Atticus Wealth Management
Florida
$2.47M
DFS
2688
Dixon Fnancial Services
California
$2.47M
CWM
2689
Castle Wealth Management
Florida
$2.46M
OWA
2690
One Wealth Advisors
California
$2.46M
FGA
2691
Fortis Group Advisors
New Jersey
$2.46M
FNBTCON
2692
First National Bank & Trust Co of Newtown
Pennsylvania
$2.45M
GWP
2693
Gen-Wealth Partners
Michigan
$2.45M
MMM
2694
Mendel Money Management
Illinois
$2.45M
BCP
2695
Berkeley Capital Partners
Georgia
$2.44M
MAC
2696
Mason & Associates (California)
California
$2.44M
AAIM
2697
Asset Advisors Investment Management
Georgia
$2.43M
TIP
2698
Tandem Investment Partners
New Jersey
$2.43M
PFM
2699
Potomac Fund Management
Florida
$2.43M
WCBA
2700
Weaver C. Barksdale & Associates
Tennessee
$2.42M