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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
CGFA
2951
Colton Groome Financial Advisors
North Carolina
$1.79M
WA
2952
WealthTrust Axiom
Pennsylvania
$1.79M
RCM
2953
RMR Capital Management
California
$1.79M
LRWM
2954
Lord & Richards Wealth Management
Colorado
$1.79M
BCG
2955
BayBridge Capital Group
California
$1.79M
NPFS
2956
Novak & Powell Financial Services
Florida
$1.79M
MHR
2957
Matthew Hamilton Rosenberg
$1.79M
FDDB
2958
Fidelity D&D Bancorp
Pennsylvania
$1.79M
SFWC
2959
Strategic Family Wealth Counselors
New Jersey
$1.78M
MF
2960
Manchester Financial
California
$1.78M
BWA
2961
Brave Warrior Advisors
New York
$1.78M
UIM
2962
Unified Investment Management
Georgia
$1.78M
SWM
2963
Sendero Wealth Management
Texas
$1.78M
OLA
2964
Oliver Luxxe Assets
New Jersey
$1.77M
LFS
2965
Legacy Financial Strategies
Kansas
$1.77M
TCB
2966
Texas Capital Bancshares
Texas
$1.77M
MEAC
2967
M.E. Allison & Co
Texas
$1.77M
ITFISA
2968
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.77M
SMWM
2969
Silvia McColl Wealth Management
California
$1.77M
WMWM
2970
Wilkins Miller Wealth Management
Alabama
$1.77M
GWM
2971
Gibbs Wealth Management
Georgia
$1.76M
SGFG
2972
Silver Grove Financial Group
New York
$1.76M
ONST
2973
Old North State Trust
North Carolina
$1.76M
LJHT
2974
Laurie J. Hall Trustee
$1.76M
FC
2975
Financial Council
Maryland
$1.76M