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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
NVIM
3201
New Vernon Investment Management
Illinois
$1.34M
CFAM
3202
Center For Asset Management
Florida
$1.34M
CCA
3203
Cadent Capital Advisors
Oklahoma
$1.34M
AWMG
3204
Alliance Wealth Management Group
New Jersey
$1.34M
TIM
3205
Tevis Investment Management
Texas
$1.34M
AGA
3206
Arkos Global Advisors
Texas
$1.33M
FDW
3207
Fourth Dimension Wealth
Ohio
$1.33M
NCM
3208
Next Capital Management
New York
$1.33M
AWAP
3209
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.33M
TFG
3210
Taylor Financial Group
Virginia
$1.32M
BA
3211
Bluesphere Advisors
Pennsylvania
$1.32M
CWP
3212
Curated Wealth Partners
California
$1.32M
LK
3213
Lumbard & Kellner
New Hampshire
$1.32M
DWP
3214
Destiny Wealth Partners
Florida
$1.32M
GF
3215
GGM Financials
Ohio
$1.32M
SPWG
3216
Sage Private Wealth Group
Illinois
$1.32M
SPP
3217
Single Point Partners
Massachusetts
$1.32M
LC
3218
Landaas & Company
Wisconsin
$1.32M
SAM
3219
S.A. Mason
Michigan
$1.31M
GA
3220
GSG Advisors
New Jersey
$1.31M
BFS
3221
BridgePort Financial Solutions
Iowa
$1.31M
BA
3222
BCM Advisors
Louisiana
$1.31M
GA
3223
Goldstein Advisors
Wisconsin
$1.31M
OA
3224
Operose Advisors
Wisconsin
$1.31M
OBWP
3225
O'Brien Wealth Partners
Massachusetts
$1.31M