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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
PCA
2876
Prosperity Capital Advisors
Ohio
$1.95M
BFM
2877
Boothbay Fund Management
New York
$1.94M
GHA
2878
Granite Harbor Advisors
Texas
$1.94M
SFG
2879
Sunburst Financial Group
Alabama
$1.94M
MWM
2880
McNaughton Wealth Management
California
$1.94M
AR
2881
Advisory Research
Illinois
$1.94M
VIA
2882
Virtus Investment Advisers
Connecticut
$1.94M
SI
2883
Seeds Investor
New York
$1.94M
NWA
2884
Navis Wealth Advisors
New York
$1.94M
HFS
2885
Howard Financial Services
Texas
$1.94M
MWM
2886
MinichMacGregor Wealth Management
New York
$1.93M
BPFA
2887
Barnes Pettey Financial Advisors
Mississippi
$1.93M
TFP
2888
Tilia Fiduciary Partners
North Carolina
$1.93M
GS
2889
GWN Securities
Florida
$1.93M
MF
2890
Montis Financial
Massachusetts
$1.93M
BM
2891
Berman McAleer
Maryland
$1.93M
SL
2892
Sentry LLC
Tennessee
$1.92M
FC
2893
Fjell Capital
North Dakota
$1.92M
ATS
2894
Ashton Thomas Securities
New York
$1.92M
HWA
2895
HMV Wealth Advisors
Louisiana
$1.92M
DI
2896
Diligent Investors
California
$1.92M
SFM
2897
Systematic Financial Management
New Jersey
$1.92M
NFG
2898
Nadler Financial Group
Illinois
$1.92M
BRG
2899
Bay Rivers Group
Virginia
$1.91M
CAGAS
2900
Capital Advisory Group Advisory Services
Minnesota
$1.91M