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
LRIC
3401
Long Road Investment Counsel
Michigan
$1.08M
EWP
3402
Elevation Wealth Partners
California
$1.08M
FWP
3403
Firethorn Wealth Partners
Georgia
$1.08M
RWA
3404
Rooted Wealth Advisors
Illinois
$1.08M
BAM
3405
Bellevue Asset Management
Washington
$1.08M
CA
3406
Clune & Associates
Illinois
$1.08M
BWA
3407
BlueSky Wealth Advisors
North Carolina
$1.08M
OWM
3408
OneAscent Wealth Management
Alabama
$1.08M
QPW
3409
Quantum Private Wealth
Florida
$1.08M
BFA
3410
Buttonwood Financial Advisors
Maryland
$1.08M
MWA
3411
Motive Wealth Advisors
Michigan
$1.07M
PA
3412
Persium Advisors
Georgia
$1.07M
LA
3413
Lifeworks Advisors
Michigan
$1.07M
CCM
3414
Charter Capital Management
Wisconsin
$1.07M
BI
3415
Beckerman Institutional
New Jersey
$1.07M
NWMG
3416
National Wealth Management Group
Ohio
$1.07M
JF
3417
Joule Financial
Kentucky
$1.07M
NWM
3418
Nova Wealth Management
Florida
$1.07M
NFTC
3419
North Forty Two & Co
Oregon
$1.07M
TCOO
3420
Trust Company of Oklahoma
Oklahoma
$1.07M
DSAM
3421
Dock Street Asset Management
Florida
$1.07M
TI
3422
Truxt Investmentos
Brazil
$1.07M
ACA
3423
Ackerman Capital Advisors
Texas
$1.07M
TFG
3424
Tilson Financial Group
New Jersey
$1.06M
SP
3425
SIH Partners
Delaware
$1.06M