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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
CCA
3176
Clearwater Capital Advisors
Illinois
$1.39M
SCM
3177
SKBA Capital Management
California
$1.38M
FC
3178
FCA Corp
Texas
$1.38M
LCG
3179
Lakeshore Capital Group
Illinois
$1.38M
CFLC
3180
California First Leasing Corp
California
$1.38M
LGG
3181
Luts & Greenleigh Group
Maryland
$1.38M
NNPTE
3182
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.38M
SSG
3183
Summit Securities Group
New York
$1.38M
EI
3184
Ellevest Inc
New York
$1.37M
HCM
3185
Hutchinson Capital Management
California
$1.37M
SWP
3186
Summit Wealth Partners
Florida
$1.37M
HW
3187
Hamilton Wealth
California
$1.37M
WMWM
3188
Whitaker-Myers Wealth Managers
Ohio
$1.37M
VCP
3189
Vista Capital Partners
Oregon
$1.36M
CIS
3190
Custom Index Systems
New York
$1.36M
VF
3191
Virtu Financial
New York
$1.36M
TFCP
3192
Twin Focus Capital Partners
Massachusetts
$1.36M
HWM
3193
Hassell Wealth Management
Louisiana
$1.36M
S
3194
Sachetta
Massachusetts
$1.36M
PAWA
3195
Palo Alto Wealth Advisors
California
$1.35M
WJA
3196
Willis Johnson & Associates
Texas
$1.35M
WAM
3197
WNY Asset Management
New York
$1.35M
TCM
3198
Towercrest Capital Management
Pennsylvania
$1.35M
SAM
3199
Secure Asset Management
Michigan
$1.35M
PCM
3200
Poehling Capital Management
Wisconsin
$1.34M