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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
DEM
3326
Disciplined Equity Management
Florida
$1.19M
GCM
3327
Galibier Capital Management
Ontario, Canada
$1.19M
MAG
3328
Mayfair Advisory Group
Alabama
$1.18M
AWM
3329
Accredited Wealth Management
Kentucky
$1.18M
WPW
3330
Watershed Private Wealth
Illinois
$1.18M
OWA
3331
Opal Wealth Advisors
New York
$1.18M
CNBOF
3332
City National Bank of Florida
Florida
$1.18M
HAS
3333
Holland Advisory Services
Florida
$1.17M
CIA
3334
Compass Ion Advisors
Pennsylvania
$1.17M
NI
3335
NCP Inc
California
$1.17M
DMBA
3336
Deseret Mutual Benefit Administrators
Utah
$1.17M
JSA
3337
Jacobson & Schmitt Advisors
Wisconsin
$1.17M
KA
3338
KDT Advisors
New York
$1.17M
TFA
3339
Tranquilli Financial Advisor
New Jersey
$1.17M
PCM
3340
Permanent Capital Management
Illinois
$1.17M
APM
3341
a16z Perennial Management
California
$1.17M
EI
3342
Ecofi Investissements
France
$1.17M
WFAG
3343
Wescott Financial Advisory Group
Pennsylvania
$1.17M
WCP
3344
Wealthcare Capital Partners
Pennsylvania
$1.16M
SPI
3345
Santori & Peters Inc
Pennsylvania
$1.16M
PAMP
3346
Polar Asset Management Partners
Ontario, Canada
$1.16M
AWS
3347
Arkfeld Wealth Strategies
Nebraska
$1.16M
IWP
3348
Invenio Wealth Partners
Florida
$1.16M
DWA
3349
Dougherty Wealth Advisers
Minnesota
$1.16M
PCI
3350
Planning Center Inc
Illinois
$1.16M