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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
WCG
3451
Weaver Consulting Group
California
$1.04M
PWM
3452
Partners Wealth Management
California
$1.04M
EPW
3453
Endeavor Private Wealth
Kansas
$1.03M
LIA
3454
LifePlan Investment Advisors
North Carolina
$1.03M
MC
3455
McCarthy & Cox
Ohio
$1.03M
AWM
3456
Ariadne Wealth Management
California
$1.03M
I2I
3457
Insight 2811 Inc
Illinois
$1.03M
PWM
3458
Prosperity Wealth Management
California
$1.03M
RWM
3459
RBA Wealth Management
California
$1.03M
WCM
3460
Washburn Capital Management
Florida
$1.02M
SLA
3461
Silver Lake Advisory
Utah
$1.02M
PCM
3462
Prelude Capital Management
New York
$1.02M
ADBIC
3463
A.D. Beadell Investment Counsel
Wisconsin
$1.02M
WFA
3464
WestHill Financial Advisors
California
$1.01M
JTWM
3465
Jackson Thornton Wealth Management
Alabama
$1.01M
SM
3466
Salzhauer Michael
$1.01M
NFC
3467
Northstar Financial Companies
Pennsylvania
$1.01M
CA
3468
Capital Advantage
California
$1.01M
WFM
3469
Wolff Financial Management
Michigan
$1.01M
SAM
3470
SP Asset Management
California
$1.01M
LWM
3471
Lionshead Wealth Management
New York
$1M
CAM
3472
Concorde Asset Management
Michigan
$1M
WAOI
3473
Wealth Advisors of Iowa
Iowa
$1M
RG
3474
Renaissance Group
Kentucky
$1M
SCA
3475
Strathmore Capital Advisors
North Carolina
$1M