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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
HWM
3351
Howard Wealth Management
Connecticut
$1.16M
ODIJL
3352
One Day In July LLC
Vermont
$1.15M
WMA
3353
William Mack & Associates
Michigan
$1.15M
TWM
3354
Tanager Wealth Management
United Kingdom
$1.15M
PC
3355
Port Capital
Illinois
$1.14M
FA
3356
FSA Advisors
Michigan
$1.14M
OP
3357
ORG Partners
Indiana
$1.14M
EBA
3358
Eagle Bay Advisors
New York
$1.14M
RW
3359
Rede Wealth
Virginia
$1.14M
SWP
3360
Semus Wealth Partners
Florida
$1.14M
SI
3361
Stonekeep Investments
New Mexico
$1.14M
SC
3362
Summa Corp
Texas
$1.14M
TI
3363
Truepoint Inc
Ohio
$1.13M
GFWA
3364
Grey Fox Wealth Advisors
Delaware
$1.13M
CCG
3365
Coastwise Capital Group
California
$1.13M
TA
3366
TFB Advisors
Kansas
$1.13M
1W
3367
1776 Wealth
Georgia
$1.13M
MCM
3368
Magnolia Capital Management
New York
$1.13M
GCL
3369
Gouws Capital LLC
North Carolina
$1.13M
AWM
3370
Abound Wealth Management
Tennessee
$1.12M
MWM
3371
Mascoma Wealth Management
New Hampshire
$1.12M
LAM
3372
Lewis Asset Management
California
$1.12M
ONSWM
3373
Old North State Wealth Management
North Carolina
$1.12M
HIM
3374
Hanlon Investment Management
New Jersey
$1.12M
RC
3375
Rovin Capital
Arizona
$1.12M