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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
SIG
3051
Spinnaker Investment Group
California
$1.62M
CNTOF
3052
Canandaigua National Trust of Florida
New York
$1.62M
UWP
3053
Uniting Wealth Partners
Kansas
$1.62M
BSG
3054
Black Swift Group
Colorado
$1.62M
EWS
3055
Evergreen Wealth Solutions
Pennsylvania
$1.62M
NCTC
3056
New Covenant Trust Company
Indiana
$1.62M
WAM
3057
Wallington Asset Management
Indiana
$1.62M
HIG
3058
Heritage Investment Group
Florida
$1.61M
BFWA
3059
Benchmark Financial Wealth Advisors
Florida
$1.61M
SCM
3060
Sterneck Capital Management
Missouri
$1.61M
CBUSF
3061
Construction & Building Unions Superannuation Fund
Australia
$1.61M
CSI
3062
Cross Staff Investments
New York
$1.61M
SOW
3063
State of Wyoming
Wyoming
$1.61M
WAM
3064
Weinberger Asset Management
California
$1.6M
BWCS
3065
Beirne Wealth Consulting Services
Connecticut
$1.6M
PCM
3066
Park Capital Management
Wisconsin
$1.6M
ECM
3067
Elgethun Capital Management
South Dakota
$1.59M
WF
3068
Womack Financial
Texas
$1.59M
V
3069
ViaWealth
Kansas
$1.59M
GPWA
3070
Great Point Wealth Advisors
Massachusetts
$1.59M
STA
3071
Smith Thornton Advisors
Alabama
$1.59M
GC
3072
Garde Capital
Washington
$1.59M
RRA
3073
Round Rock Advisors
Connecticut
$1.59M
ATFA
3074
All Terrain Financial Advisors
Minnesota
$1.59M
BAM
3075
Beaumont Asset Management
Texas
$1.59M