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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
MFGM
2901
Marshall Financial Group (Maryland)
Maryland
$1.91M
SFP
2902
Sandbox Financial Partners
Maryland
$1.91M
NMG
2903
New Millennium Group
Utah
$1.9M
LPAM
2904
Lodestar Private Asset Management
California
$1.9M
DLHL
2905
Donald L. Hagan LLC
Florida
$1.9M
CCP
2906
Cassia Capital Partners
North Carolina
$1.9M
ATI
2907
ARK & TLK Investments
Oklahoma
$1.89M
HAI
2908
Hennessy Advisors Inc
California
$1.89M
FWI
2909
Facet Wealth Inc
Maryland
$1.89M
FPGK
2910
Financial Partners Group (Kansas)
Kansas
$1.89M
IRP
2911
Investment Research Partners
Pennsylvania
$1.89M
OW
2912
Olistico Wealth
Oklahoma
$1.88M
CA
2913
Crumly & Associates
Illinois
$1.88M
LCWP
2914
Legacy Capital Wealth Partners
Arkansas
$1.88M
SFG
2915
Seamount Financial Group
Colorado
$1.88M
VP
2916
Verum Partners
North Carolina
$1.88M
AFT
2917
Alpha Family Trust
California
$1.88M
SC
2918
Sepio Capital
Utah
$1.87M
DGM
2919
Delta Global Management
New York
$1.87M
LSA
2920
Lion Street Advisors
Texas
$1.87M
BAG
2921
Bridgewealth Advisory Group
California
$1.87M
IPAM
2922
Investment Partners Asset Management
New Jersey
$1.87M
GIP
2923
Greatmark Investment Partners
Georgia
$1.87M
HC
2924
Hurley Capital
New York
$1.86M
APC
2925
Aspire Private Capital
North Carolina
$1.86M