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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
TC
2801
TFR Capital
Texas
$2.13M
AGC
2802
Aspen Grove Capital
Colorado
$2.13M
HFA
2803
High Falls Advisors
New York
$2.12M
AWA
2804
AGH Wealth Advisors
Kansas
$2.12M
WB
2805
West Bancorporation
Iowa
$2.12M
ME
2806
McIlrath & Eck
Washington
$2.12M
MFG
2807
Menard Financial Group
Texas
$2.12M
RWM
2808
Revisor Wealth Management
Ohio
$2.12M
Optiver Holding
2809
Optiver Holding
Netherlands
$2.12M
PP
2810
Patron Partners
Texas
$2.12M
SPF
2811
South Plains Financial
Texas
$2.12M
GCP
2812
GSA Capital Partners
United Kingdom
$2.12M
PK
2813
Pflug Koory
Nebraska
$2.11M
FB
2814
Finward Bancorp
Indiana
$2.11M
CWM
2815
Centurion Wealth Management
Virginia
$2.1M
HP
2816
Holistic Planning
Texas
$2.1M
VCM
2817
Viewpoint Capital Management
Washington
$2.1M
IPW
2818
Impact Partnership Wealth
Georgia
$2.1M
CC
2819
Corsicana & Co
Texas
$2.1M
PVM
2820
Palogic Value Management
Texas
$2.09M
HPBT
2821
Hickory Point Bank & Trust
Illinois
$2.08M
WF
2822
WinCap Financial
Massachusetts
$2.08M
RIA
2823
Realta Investment Advisors
Delaware
$2.08M
RFP
2824
Root Financial Partners
California
$2.08M
SWM
2825
Sterling Wealth Management
Illinois
$2.08M