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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
GITFIT
2976
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.76M
ONGA
2977
O'Neil Global Advisors
California
$1.76M
YIM
2978
Yoffe Investment Management
Pennsylvania
$1.75M
SSC
2979
Syverson Strege & Co
Iowa
$1.75M
MWM
2980
Manske Wealth Management
Texas
$1.75M
CPA
2981
Cardiff Park Advisors
California
$1.75M
NG
2982
Northstar Group
New York
$1.74M
RF
2983
Rossby Financial
Florida
$1.74M
FC
2984
Financial Consulate
Maryland
$1.74M
PWAC
2985
Private Wealth Advisors (California)
California
$1.74M
BAM
2986
BOCHK Asset Management
Hong Kong
$1.73M
BF
2987
Baring Financial
Washington
$1.73M
BWA
2988
Burt Wealth Advisors
Maryland
$1.73M
PAS
2989
PKS Advisory Services
New York
$1.73M
HFA
2990
Hutchinson Financial Advisors
Virginia
$1.73M
CB
2991
Cooke & Bieler
Pennsylvania
$1.73M
VAM
2992
Virtue Asset Management
Illinois
$1.73M
SPWM
2993
Spartan Planning & Wealth Management
North Carolina
$1.72M
ES
2994
Eagle Strategies
New York
$1.72M
AA
2995
AJ Advisors
Tennessee
$1.72M
HCA
2996
Heck Capital Advisors
Wisconsin
$1.72M
SIC
2997
Sage Investment Counsel
Tennessee
$1.72M
JCM
2998
Jacobsen Capital Management
Utah
$1.72M
FFL
2999
Future Fund LLC
Illinois
$1.71M
CCA
3000
Cravens & Co Advisors
Tennessee
$1.71M