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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
GSAM
3001
Grant Street Asset Management
Pennsylvania
$1.71M
WWC
3002
Waypoint Wealth Counsel
Georgia
$1.7M
RL
3003
Rogco LP
Oklahoma
$1.7M
LAS
3004
LWM Advisory Services
Florida
$1.7M
OFS
3005
Oldfather Financial Services
Nebraska
$1.7M
CAIMH
3006
Central Asset Investments & Management Holdings
Hong Kong
$1.7M
LAI
3007
Legal Advantage Investments
California
$1.7M
SSA
3008
Schonfeld Strategic Advisors
New York
$1.69M
GSIAS
3009
Garden State Investment Advisory Services
New Jersey
$1.69M
NWA
3010
New World Advisors
Massachusetts
$1.69M
PWM
3011
Proathlete Wealth Management
Florida
$1.69M
RCM
3012
Requisite Capital Management
Texas
$1.69M
GL
3013
Gerber LLC
Ohio
$1.69M
CG
3014
Clifford Group
Massachusetts
$1.69M
AHL
3015
Abel Hall LLC
Louisiana
$1.68M
CG
3016
Clarus Group
Texas
$1.68M
OPTFSNA
3017
Old Point Trust & Financial Services N A
Virginia
$1.68M
CAM
3018
Costello Asset Management
Pennsylvania
$1.68M
PJWM
3019
Philip James Wealth Mangement
Georgia
$1.67M
EL
3020
EWA LLC
Pennsylvania
$1.67M
KIG
3021
Kennedy Investment Group
New Jersey
$1.67M
TC
3022
Truvestments Capital
Florida
$1.67M
CAM
3023
Councilmark Asset Management
Tennessee
$1.67M
USWIA
3024
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.67M
TF
3025
Trek Financial
Arizona
$1.67M