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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
LFA
3426
Laraway Financial Advisors
Minnesota
$1.06M
NRI
3427
NFP Retirement Inc
California
$1.06M
ACA
3428
American Capital Advisory
Idaho
$1.06M
ACC
3429
Acorn Creek Capital
Colorado
$1.06M
BTC
3430
Bank & Trust Company
Illinois
$1.06M
GWM
3431
Glass Wealth Management
Texas
$1.06M
IP
3432
Isthmus Partners
Wisconsin
$1.06M
OWA
3433
Outlook Wealth Advisors
Texas
$1.06M
HB
3434
Horizon Bancorp
Indiana
$1.05M
ACM
3435
AUA Capital Management
Pennsylvania
$1.05M
FA
3436
Forefront Analytics
Pennsylvania
$1.05M
T
3437
Tableaux
Massachusetts
$1.05M
BFF
3438
Byrne Financial Freedom
Massachusetts
$1.05M
KOC
3439
Koss-Olinger Consulting
Florida
$1.05M
MAM
3440
Mullooly Asset Management
New Jersey
$1.05M
CastleKeep Investment Advisors
3441
CastleKeep Investment Advisors
Connecticut
$1.05M
PFA
3442
Pathway Financial Advisors
Vermont
$1.05M
AW
3443
Apricus Wealth
South Carolina
$1.05M
PAW
3444
Plan A Wealth
Nebraska
$1.04M
CFO
3445
Collective Family Office
Pennsylvania
$1.04M
FAM
3446
Flaharty Asset Management
Florida
$1.04M
VW
3447
Vance Wealth
California
$1.04M
TWM
3448
TCFG Wealth Management
California
$1.04M
CHA
3449
Cooper/Haims Advisors
New York
$1.04M
PCFFS
3450
Pacific Center for Financial Services
California
$1.04M