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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
MIM
3226
Merrion Investment Management
New Jersey
$1.31M
EGWAG
3227
Elwood & Goetz Wealth Advisory Group
Georgia
$1.31M
RIS
3228
Retirement Income Solutions
Michigan
$1.3M
IAG
3229
Investment Advisory Group
Massachusetts
$1.3M
CMAI
3230
Capital Management Associates Inc
Minnesota
$1.3M
RA
3231
Riversedge Advisors
Delaware
$1.3M
KWM
3232
Kaydan Wealth Management
Michigan
$1.3M
BSTWA
3233
Blake Schutter Theil Wealth Advisors
Ohio
$1.3M
CSWG
3234
Cardinal Strategic Wealth Guidance
Kentucky
$1.3M
NFP
3235
Narus Financial Partners
Utah
$1.3M
BOM
3236
Bank of Marin
California
$1.29M
CC
3237
Carlson Capital
Texas
$1.29M
DWS
3238
Discipline Wealth Solutions
South Carolina
$1.29M
DIA
3239
Davidson Investment Advisors
Montana
$1.29M
RHDIC
3240
R.H. Dinel Investment Counsel
California
$1.29M
BW
3241
Balance Wealth
Ohio
$1.29M
MWS
3242
MFA Wealth Services
California
$1.29M
GCM
3243
Gibraltar Capital Management
Oklahoma
$1.29M
CWA
3244
CM Wealth Advisors
Ohio
$1.29M
PA
3245
Probity Advisors
Texas
$1.29M
EWM
3246
Elite Wealth Management
Washington
$1.29M
TFGT
3247
TS Financial Group (TSFG)
Illinois
$1.28M
TIM
3248
Tikehau Investment Management
France
$1.28M
DBRC
3249
D.B. Root & Company
Pennsylvania
$1.28M
TWM
3250
Tripletail Wealth Management
Florida
$1.28M