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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
AWA
2826
Amplius Wealth Advisors
Pennsylvania
$2.07M
Fiera Capital (Canada)
2827
Fiera Capital (Canada)
Quebec, Canada
$2.07M
GFA
2828
Gallagher Fiduciary Advisors
Illinois
$2.07M
DCM
2829
Driehaus Capital Management
Illinois
$2.07M
AFS
2830
Access Financial Services
Minnesota
$2.07M
LGA
2831
Lebenthal Global Advisors
New York
$2.06M
RWM
2832
Riverbend Wealth Management
South Carolina
$2.06M
SC
2833
Solstein Capital
California
$2.05M
EWA
2834
Evolution Wealth Advisors
Florida
$2.05M
CCAM
2835
Cascades Capital Asset Management
North Carolina
$2.04M
KSWWM
2836
Keyes Stange & Wooten Wealth Management
Florida
$2.04M
DI
2837
Disciplined Investors
Texas
$2.04M
LSIA
2838
LaSalle St. Investment Advisors
Illinois
$2.03M
PBK
2839
Peoples Bank (Kansas)
Kansas
$2.03M
VFPW
2840
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.03M
GHAM
2841
Gilman Hill Asset Management
Connecticut
$2.03M
GWP
2842
Gateway Wealth Partners
Wisconsin
$2.03M
CS
2843
Capital Square
Tennessee
$2.03M
BC
2844
BIT Capital
Germany
$2.03M
SB
2845
Sunflower Bank
Texas
$2.03M
SFS
2846
Symphony Financial Services
Ohio
$2.02M
AWM
2847
AllSquare Wealth Management
New York
$2.02M
BCM
2848
Birmingham Capital Management
Alabama
$2.01M
BWM
2849
Birchcreek Wealth Management
Ohio
$2.01M
TCOTS
2850
Trust Company of the South
North Carolina
$2.01M