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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
BW
3101
Blalock Williams
Alabama
$1.54M
MA
3102
Maxele Advisors
Missouri
$1.54M
CWG
3103
Crown Wealth Group
North Carolina
$1.54M
AAG
3104
Armstrong Advisory Group
Massachusetts
$1.53M
THCM
3105
Taylor Hoffman Capital Management
Virginia
$1.53M
PC
3106
PhiloSmith Capital
Connecticut
$1.53M
GC
3107
GatePass Capital
Ohio
$1.53M
SI
3108
Severin Investments
Missouri
$1.53M
PW
3109
Paladin Wealth
Minnesota
$1.53M
M
3110
MATAURO
New York
$1.52M
CB
3111
Centennial Bank
Arkansas
$1.52M
MCM
3112
Mattern Capital Management
Colorado
$1.52M
LWL
3113
Leo Wealth LLC
Texas
$1.52M
IAG
3114
Ipsen Advisor Group
Arkansas
$1.51M
RPCONE
3115
Retirement Planning Company of New England
Rhode Island
$1.51M
SSCM
3116
Spectrum Strategic Capital Management
Oregon
$1.51M
RWI
3117
Red Wave Investments
Pennsylvania
$1.51M
HSG
3118
Helen Stephens Group
Texas
$1.51M
PPW
3119
Pasadena Private Wealth
California
$1.51M
MAG
3120
MRA Advisory Group
New Jersey
$1.51M
WCFA
3121
Walkner Condon Financial Advisors
Wisconsin
$1.51M
NED
3122
Nancy E. Dempze
$1.5M
TA
3123
Tectonic Advisors
Texas
$1.5M
MFG
3124
Mainsail Financial Group
Washington
$1.5M
BP
3125
BWM Planning
Texas
$1.5M