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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
AFW
3276
Avantra Family Wealth
Pennsylvania
$1.25M
HCP
3277
Hardin Capital Partners
South Carolina
$1.25M
RTC
3278
Riverview Trust Company
Washington
$1.24M
MSWMA
3279
Market Street Wealth Management Advisors
Indiana
$1.24M
BCM
3280
BluePath Capital Management
Georgia
$1.24M
WA1
3281
Wimmer Associates 1
California
$1.24M
WSWA
3282
Warren Street Wealth Advisors
California
$1.23M
CFP
3283
Cascade Financial Partners
California
$1.23M
EPM
3284
Elm Partners Management
Pennsylvania
$1.23M
FFG
3285
Fiduciary Financial Group
California
$1.23M
TIM
3286
Total Investment Management
Arizona
$1.23M
CSI
3287
Clark & Stuart Inc
Maine
$1.23M
CF
3288
Cyr Financial
Illinois
$1.23M
SL
3289
Summitry LLC
California
$1.23M
NC
3290
North Capital
Utah
$1.22M
KWM
3291
Kingsman Wealth Management
Florida
$1.22M
SC
3292
Saturna Capital
Washington
$1.22M
HPM
3293
Hoxton Planning & Management
West Virginia
$1.22M
EC
3294
EdgeRock Capital
Colorado
$1.22M
UFF
3295
USA Financial Formulas
Michigan
$1.22M
ACA
3296
Affinity Capital Advisors
California
$1.21M
MAM
3297
Mainsail Asset Management
Alabama
$1.21M
LCM
3298
LCM Capital Management
Illinois
$1.21M
GCM
3299
Goldstream Capital Management
Hong Kong
$1.21M
CAM
3300
Creekmur Asset Management
Illinois
$1.21M