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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
TA
3126
TrueWealth Advisors
Alabama
$1.49M
WWMSC
3127
Wagner Wealth Management (South Carolina)
South Carolina
$1.49M
FP
3128
Fiduciary Planning
Florida
$1.49M
LRIA
3129
Leonard Rickey Investment Advisors
Washington
$1.48M
EAM
3130
Evanson Asset Management
California
$1.48M
FF
3131
Francis Financial
$1.48M
LIM
3132
Longfellow Investment Management
Massachusetts
$1.48M
PCP
3133
Proficio Capital Partners
Massachusetts
$1.48M
GSF
3134
Grove Street Fiduciary
New Hampshire
$1.47M
KFG
3135
Kingdom Financial Group
Arizona
$1.47M
RW
3136
RVW Wealth
California
$1.47M
DWG
3137
Darden Wealth Group
Michigan
$1.47M
WA
3138
Wealthstream Advisors
New York
$1.47M
ACM
3139
Aspen Capital Management
Idaho
$1.47M
CAM
3140
Campion Asset Management
Virginia
$1.46M
MC
3141
Matisse Capital
Oregon
$1.46M
MWM
3142
MBE Wealth Management
Wisconsin
$1.46M
WF
3143
Whelan Financial
California
$1.46M
SPL
3144
Smart Portfolios LLC
Washington
$1.46M
TFIPS
3145
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.46M
WAG
3146
Windsor Advisory Group
Ohio
$1.46M
AIP
3147
Almanack Investment Partners
Pennsylvania
$1.45M
FAM
3148
Fairtree Asset Management
South Africa
$1.45M
FSC
3149
Full Sail Capital
Oklahoma
$1.45M
HFA
3150
Highland Financial Advisors
New Jersey
$1.45M