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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
CFA
3151
CWS Financial Advisors
Michigan
$1.45M
GOCP
3152
Great Oak Capital Partners
Massachusetts
$1.45M
YIH
3153
Y-Intercept (HK)
Hong Kong
$1.45M
AT
3154
Avalon Trust
New Mexico
$1.44M
DPI
3155
Diversified Portfolios Inc
Michigan
$1.44M
SC
3156
Steph & Co
Wisconsin
$1.44M
MTC
3157
McDaniel Terry & Co
Texas
$1.44M
PW
3158
Pandora Wealth
Illinois
$1.43M
KW
3159
Keyvantage Wealth
Pennsylvania
$1.43M
SWM
3160
Silverlake Wealth Management
Vermont
$1.43M
CFD
3161
Creative Financial Designs
Indiana
$1.42M
SC
3162
Sykon Capital
New York
$1.42M
HC
3163
Hara Capital
Washington
$1.42M
EA
3164
Enclave Advisors
Texas
$1.42M
WF
3165
Wayfinding Financial
Washington
$1.42M
SC
3166
Stance Capital
Massachusetts
$1.42M
FNC
3167
First National Corp
Massachusetts
$1.42M
GAM
3168
Gemmer Asset Management
California
$1.41M
RMCM
3169
Reynders McVeigh Capital Management
Massachusetts
$1.4M
TA
3170
TPG Advisors
Illinois
$1.4M
SHFP
3171
Second Half Financial Partners
Florida
$1.4M
TSS
3172
Thomas Story & Son
Indiana
$1.39M
4WM
3173
49 Wealth Management
Texas
$1.39M
ABLA
3174
Alan B. Lancz & Associates
Ohio
$1.39M
BDA
3175
Borer Denton & Associates
Pennsylvania
$1.39M