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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
BCG
3301
Bravias Capital Group
New Jersey
$1.21M
WIM
3302
Warwick Investment Management
Texas
$1.21M
CC
3303
Cultivar Capital
Texas
$1.21M
EBSAM
3304
Eubel Brady & Suttman Asset Management
Ohio
$1.21M
BRWM
3305
Blue Rock Wealth Management
North Carolina
$1.21M
PPA
3306
Pacific Point Advisors
California
$1.21M
Q
3307
QVR
California
$1.2M
PHIC
3308
Pine Haven Investment Counsel
Massachusetts
$1.2M
BBPWM
3309
Blue Bell Private Wealth Management
Pennsylvania
$1.2M
CIAS
3310
CBIZ Investment Advisory Services
Ohio
$1.2M
VF
3311
Vawter Financial
Ohio
$1.2M
PWP
3312
Prasad Wealth Partners
Ohio
$1.2M
RA
3313
Rise Advisors
New York
$1.2M
BDLIB
3314
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.2M
PA
3315
PSI Advisors
Florida
$1.2M
CAG
3316
Curtis Advisory Group
California
$1.2M
FA
3317
Fiducient Advisors
Illinois
$1.2M
LGWM
3318
Litman Gregory Wealth Management
California
$1.2M
FFM
3319
Flagstone Financial Management
Nebraska
$1.19M
TCM
3320
Tributary Capital Management
Nebraska
$1.19M
RA
3321
Rational Advisors
New York
$1.19M
VFG
3322
Victory Financial Group
Texas
$1.19M
HG
3323
Harbor Group
New Hampshire
$1.19M
PSCM
3324
Per Stirling Capital Management
Texas
$1.19M
IAP
3325
Indie Asset Partners
Indiana
$1.19M