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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
CA
3026
Centerpoint Advisors
Massachusetts
$1.67M
LA
3027
Latitude Advisors
Florida
$1.67M
FPL
3028
Fortress Private Ledger
North Carolina
$1.66M
SCA
3029
Sulzberger Capital Advisors
Florida
$1.66M
KL
3030
KilterHowling LLC
Colorado
$1.66M
HA
3031
Hofer & Associates
California
$1.66M
PGA
3032
Portland Global Advisors
Maine
$1.66M
AAM
3033
AMI Asset Management
California
$1.66M
RFW
3034
Rainier Family Wealth
Washington
$1.65M
HWM
3035
Horizon Wealth Management
Illinois
$1.65M
ML
3036
McAdam LLC
Pennsylvania
$1.65M
RFS
3037
Richardson Financial Services
Massachusetts
$1.65M
AWA
3038
A4 Wealth Advisors
North Carolina
$1.65M
KWM
3039
Keebeck Wealth Management
Illinois
$1.65M
FPW
3040
Fairvoy Private Wealth
Alabama
$1.65M
SCM
3041
Stevens Capital Management
Pennsylvania
$1.64M
LWM
3042
Lionsbridge Wealth Management
Florida
$1.64M
SL
3043
Salomon & Ludwin
Virginia
$1.64M
AMCA
3044
Arthur M. Cohen & Associates
Illinois
$1.64M
HWMG
3045
Hurlow Wealth Management Group
Indiana
$1.64M
DWM
3046
Dogwood Wealth Management
Kansas
$1.63M
MWP
3047
Madison Wealth Partners
Wisconsin
$1.63M
GAA
3048
Guardian Asset Advisors
Pennsylvania
$1.63M
LIA
3049
LS Investment Advisors
Michigan
$1.63M
DG
3050
DMC Group
Alabama
$1.63M