JPM icon

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
DC
3376
Diametric Capital
Massachusetts
$1.11M
Fuller & Thaler Asset Management
3377
Fuller & Thaler Asset Management
California
$1.11M
GW
3378
Griffith & Werner
Georgia
$1.11M
ISFAN
3379
Investor's Fiduciary Advisor Network
Washington
$1.11M
AZ
3380
Alpha Zero
Florida
$1.11M
HIS
3381
Harvest Investment Services
Illinois
$1.11M
WFA
3382
Wellspring Financial Advisors
Ohio
$1.11M
PWM
3383
Puff Wealth Management
New Jersey
$1.11M
HC
3384
Hourglass Capital
Texas
$1.11M
PP
3385
Postrock Partners
Oregon
$1.1M
MWM
3386
Maltin Wealth Management
New Jersey
$1.1M
WI
3387
WJ Interests
Texas
$1.1M
FCM
3388
Firestone Capital Management
Florida
$1.1M
BFWM
3389
Bright Futures Wealth Management
New York
$1.1M
HNWA
3390
Henrickson Nauta Wealth Advisors
Michigan
$1.1M
HI
3391
Humankind Investments
New York
$1.1M
HCWM
3392
Hidden Cove Wealth Management
Washington
$1.09M
KWM
3393
KFG Wealth Management
Indiana
$1.09M
PFA
3394
Petra Financial Advisors
Colorado
$1.09M
MCA
3395
Millennium Capital Advisors
Arkansas
$1.09M
WCWM
3396
Willow Creek Wealth Management
California
$1.09M
BWM
3397
BankPlus Wealth Management
Mississippi
$1.09M
KPWG
3398
KFA Private Wealth Group
Virginia
$1.09M
IWA
3399
IVC Wealth Advisors
Pennsylvania
$1.09M
IIM
3400
Illumine Investment Management
Washington
$1.09M