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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
CBT
2726
CoreFirst Bank & Trust
Kansas
$2.36M
CP
2727
Covenant Partners
Tennessee
$2.35M
FCG
2728
Fielder Capital Group
Tennessee
$2.35M
AWM
2729
Aviso Wealth Management
Washington
$2.35M
CC
2730
Commons Capital
Massachusetts
$2.35M
SLG
2731
Stanley-Laman Group
Pennsylvania
$2.35M
FOA
2732
Five Oceans Advisors
California
$2.34M
MAM
2733
McLean Asset Management
Virginia
$2.34M
RHIG
2734
R.H. Investment Group
Arizona
$2.33M
RPWA
2735
Regent Peak Wealth Advisors
Georgia
$2.33M
SFG
2736
Sather Financial Group
Texas
$2.33M
KCFA
2737
Key Client Fiduciary Advisors
New Jersey
$2.32M
AIIMS
2738
Analyst IMS Investment Management Services
Israel
$2.32M
AIM
2739
Alhambra Investment Management
Florida
$2.31M
SCP
2740
Sivia Capital Partners
California
$2.31M
JWA
2741
JFS Wealth Advisors
Pennsylvania
$2.31M
CNBT
2742
Cornerstone National Bank & Trust
Illinois
$2.31M
PSP
2743
Principal Street Partners
Tennessee
$2.31M
QFW
2744
QTR Family Wealth
Florida
$2.31M
CIA
2745
Cladis Investment Advisory
Montana
$2.3M
OFW
2746
Omnia Family Wealth
Florida
$2.3M
HWA
2747
Heartwood Wealth Advisors
Virginia
$2.3M
BW
2748
BIP Wealth
Georgia
$2.3M
WIM
2749
Westside Investment Management
California
$2.29M
ACMA
2750
Arbor Capital Management (Alaska)
Alaska
$2.29M