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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
SDWMA
2776
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.21M
EM
2777
ELCO Management
New York
$2.19M
RIM
2778
Redwood Investment Management
Arizona
$2.19M
RCM
2779
Raleigh Capital Management
North Carolina
$2.19M
DAM
2780
Deltec Asset Management
New York
$2.18M
SHFA
2781
SC&H Financial Advisors
Maryland
$2.18M
TFM
2782
TFC Financial Management
Massachusetts
$2.18M
CFA
2783
Cahill Financial Advisors
Minnesota
$2.18M
CRI
2784
Colonial River Investments
Virginia
$2.18M
ACP
2785
Argyle Capital Partners
California
$2.18M
SCA
2786
Sippican Capital Advisors
Massachusetts
$2.17M
FC
2787
Fairscale Capital
New Hampshire
$2.17M
CC
2788
Copperleaf Capital
North Carolina
$2.16M
TW
2789
Traveka Wealth
California
$2.16M
BIA
2790
Beacon Investment Advisors
Maryland
$2.15M
MWPCG
2791
Measured Wealth Private Client Group
New Hampshire
$2.15M
FA
2792
Fountainhead AM
New Jersey
$2.15M
CFG
2793
Carr Financial Group
Massachusetts
$2.15M
MWM
2794
Maridea Wealth Management
New York
$2.15M
AGA
2795
Accuvest Global Advisors
Utah
$2.15M
WC
2796
Winmill & Co
New York
$2.14M
WA
2797
Westfuller Advisors
New York
$2.14M
KHCM
2798
Kirtland Hills Capital Management
Ohio
$2.14M
RFG
2799
RFP Financial Group
Georgia
$2.13M
BW
2800
BXM Wealth
Colorado
$2.13M