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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
GWAG
3251
Garrett Wealth Advisory Group
Texas
$1.28M
CWA
3252
Consilio Wealth Advisors
Washington
$1.28M
EA
3253
Emerald Advisors
Washington
$1.27M
HFS
3254
Hopwood Financial Services
Virginia
$1.27M
DAM
3255
Doheny Asset Management
California
$1.27M
FWA
3256
Flagship Wealth Advisors
Massachusetts
$1.27M
MAG
3257
M3 Advisory Group
Massachusetts
$1.27M
HBWM
3258
Hollow Brook Wealth Management
New York
$1.26M
ACM
3259
Advance Capital Management
Michigan
$1.26M
CWM
3260
Challenger Wealth Management
California
$1.26M
WDA
3261
Wendell David Associates
New Hampshire
$1.26M
GA
3262
Greenhaven Associates
New York
$1.26M
PAS
3263
Parsonex Advisory Services
Colorado
$1.26M
FA
3264
Fedenia Advisers
Wisconsin
$1.26M
ML
3265
Mayport LLC
Massachusetts
$1.26M
SGWM
3266
Sterling Group Wealth Management
California
$1.26M
FWP
3267
Fiduciary Wealth Partners
Massachusetts
$1.26M
ACM
3268
Ardent Capital Management
Ohio
$1.26M
THL
3269
Tillman Hartley LLC
Colorado
$1.25M
SDAM
3270
Shulman DeMeo Asset Management
New York
$1.25M
LWM
3271
LeConte Wealth Management
Tennessee
$1.25M
SIAG
3272
Safeguard Investment Advisory Group
California
$1.25M
NIA
3273
NBZ Investment Advisors
Tennessee
$1.25M
RGC
3274
Roberts, Glore & Co
Illinois
$1.25M
GG
3275
GenWealth Group
New Jersey
$1.25M