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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
WC
2851
Westerkirk Capital
$2.01M
WAG
2852
Wiser Advisor Group
Arizona
$2.01M
KFS
2853
Keynote Financial Services
Connecticut
$2M
FFA
2854
Frazier Financial Advisors
Ohio
$2M
BWM
2855
Baron Wealth Management
Michigan
$2M
LCM
2856
LRT Capital Management
Texas
$2M
EFA
2857
Evernest Financial Advisors
Indiana
$1.99M
PGF
2858
Plan Group Financial
Oklahoma
$1.99M
TCM
2859
Tang Capital Management
California
$1.99M
LWP
2860
LeClair Wealth Partners
Ohio
$1.99M
PAG
2861
Powers Advisory Group
Illinois
$1.99M
FFA
2862
Fi3 Financial Advisors
Indiana
$1.99M
AG
2863
AmeriFlex Group
Nevada
$1.99M
RWPA
2864
Richard W. Paul & Associates
Michigan
$1.98M
AWM
2865
Activest Wealth Management
Florida
$1.98M
KIA
2866
Knollwood Investment Advisory
Maryland
$1.98M
DIP
2867
Davis Investment Partners
North Carolina
$1.98M
ECA
2868
Elevated Capital Advisors
Utah
$1.97M
G
2869
GenTrust
Florida
$1.97M
QFA
2870
Quantum Financial Advisors
California
$1.97M
DOA
2871
D'Orazio & Associates
Virginia
$1.97M
TWM
2872
Topsail Wealth Management
North Carolina
$1.96M
CCM
2873
Crew Capital Management
Ohio
$1.95M
SCA
2874
St. Clair Advisors
Ohio
$1.95M
PIMG
2875
Patriot Investment Management Group
Tennessee
$1.95M