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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
CWA
3076
CJM Wealth Advisers
Virginia
$1.58M
BWM
3077
Bulltick Wealth Management
Florida
$1.58M
DM
3078
Delphi Management
Massachusetts
$1.58M
OPW
3079
Oxler Private Wealth
New York
$1.58M
BAM
3080
Bayview Asset Management
Florida
$1.58M
HP
3081
Holowesko Partners
Bahamas
$1.58M
JC
3082
JBF Capital
Colorado
$1.58M
FIA
3083
FNY Investment Advisers
New York
$1.58M
WC
3084
Westhampton Capital
North Carolina
$1.57M
MG
3085
McHugh Group
Ohio
$1.57M
EIA
3086
Eldridge Investment Advisors
New Hampshire
$1.57M
MWM
3087
MFG Wealth Management
Indiana
$1.57M
KBFS
3088
Kohmann Bosshard Financial Services
Ohio
$1.56M
APW
3089
Aventura Private Wealth
Florida
$1.56M
BIMC
3090
Benson Investment Management Company
Virginia
$1.56M
MCM
3091
McDonough Capital Management
Florida
$1.56M
PWA
3092
Portus Wealth Advisors
North Carolina
$1.56M
WH
3093
Willner & Heller
California
$1.56M
IA
3094
Insight Advisors
Pennsylvania
$1.55M
CA
3095
Cambridge Advisors
Nebraska
$1.55M
LWM
3096
Liberty Wealth Management
California
$1.55M
VAMG
3097
Voisard Asset Management Group
Michigan
$1.54M
PAA
3098
Peregrine Asset Advisers
Oregon
$1.54M
PA
3099
PFW Advisors
Georgia
$1.54M
SWM
3100
Shelton Wealth Management
Texas
$1.54M