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JPMorgan Chase

4,725 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, 1,930 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: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
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
Wolverine Trading
2701
Wolverine Trading
Illinois
$2.42M
IF
2702
Intrua Financial
Texas
$2.42M
GPI
2703
General Partner Inc
Pennsylvania
$2.42M
PG
2704
Proffitt & Goodson
Tennessee
$2.42M
MWP
2705
Momentum Wealth Planning
Florida
$2.41M
AIA
2706
Armor Investment Advisors
North Carolina
$2.41M
TNAM
2707
Terra Nova Asset Management
New York
$2.41M
AFG
2708
ABLE Financial Group
Arizona
$2.41M
WDG
2709
Wealth Dimensions Group
Ohio
$2.4M
SC
2710
Saiph Capital
New Jersey
$2.4M
CPG
2711
Cornerstone Planning Group
New Jersey
$2.39M
SAA
2712
Southeast Asset Advisors
Georgia
$2.39M
BIA
2713
Benchmark Investment Advisors
Illinois
$2.39M
GTAM
2714
Global Trust Asset Management
Florida
$2.39M
FAG
2715
Fortitude Advisory Group
Washington
$2.39M
KCM
2716
KRS Capital Management
Michigan
$2.38M
RPSA
2717
Richard P. Slaughter Associates
Texas
$2.37M
BF
2718
bLong Financial
Tennessee
$2.37M
GPA
2719
Garrison Point Advisors
California
$2.37M
PA
2720
Promethium Advisors
Maryland
$2.37M
CASB
2721
Cape Ann Savings Bank
Massachusetts
$2.37M
BWG
2722
Berry Wealth Group
Texas
$2.37M
PRP
2723
Peak Retirement Planning
Ohio
$2.36M
CPM
2724
Connective Portfolio Management
New York
$2.36M
OPWM
2725
Oakwell Private Wealth Management
Texas
$2.36M