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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
EP
2751
Edgestream Partners
New Jersey
$2.29M
SW
2752
Solidarity Wealth
Utah
$2.29M
NJIM
2753
Nabity-Jensen Investment Management
Nebraska
$2.29M
TC
2754
Trilogy Capital
California
$2.27M
SIC
2755
SJS Investment Consulting
Ohio
$2.27M
TFA
2756
Transamerica Financial Advisors
Florida
$2.26M
RB
2757
Renasant Bank
Mississippi
$2.26M
MWM
2758
Meadowbrook Wealth Management
New York
$2.25M
PWP
2759
Phillips Wealth Planners
Mississippi
$2.25M
SFG
2760
Sovereign Financial Group
Connecticut
$2.24M
VC
2761
Veracity Capital
Georgia
$2.24M
MFWP
2762
Mosaic Family Wealth Partners
Missouri
$2.24M
SPI
2763
Sutton Place Investors
New York
$2.24M
OIM
2764
Orca Investment Management
Oregon
$2.24M
KA
2765
Kozak & Associates
Colorado
$2.24M
CUAMC
2766
China Universal Asset Management Company
China
$2.24M
SNBOSCI
2767
Security National Bank of Sioux City Iowa
Iowa
$2.23M
SIM
2768
Sentry Investment Management
Wisconsin
$2.23M
GWSG
2769
GPS Wealth Strategies Group
Colorado
$2.23M
ACM
2770
Armbruster Capital Management
New York
$2.23M
TWA
2771
Talisman Wealth Advisors
New Jersey
$2.23M
AWG
2772
Altus Wealth Group
Colorado
$2.22M
TWM
2773
Thrive Wealth Management
Pennsylvania
$2.21M
RLWM
2774
RF&L Wealth Management
Massachusetts
$2.21M
RL
2775
Ruffer LLP
United Kingdom
$2.21M