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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
CP
3476
Creekside Partners
California
$1M
IIM
3477
Ironwood Investment Management
Massachusetts
$995K
OAS
3478
Optivise Advisory Services
Tennessee
$994K
HF
3479
Holcombe Financial
Georgia
$993K
PIM
3480
Pullen Investment Management
Florida
$992K
TCM
3481
TruNorth Capital Management
Michigan
$992K
EFG
3482
Ehrlich Financial Group
California
$990K
LFG
3483
Lockerman Financial Group
California
$990K
FCT
3484
First Community Trust
Iowa
$987K
NP
3485
Ninepoint Partners
Ontario, Canada
$986K
TC
3486
Tacita Capital
Ontario, Canada
$985K
MPW
3487
Magnolia Private Wealth
Pennsylvania
$985K
OAM
3488
Oberweis Asset Management
Illinois
$984K
AWA
3489
Arbor Wealth Advisors
Michigan
$983K
MJRIC
3490
Mogy Joel R Investment Counsel
California
$978K
Cohen & Steers
3491
Cohen & Steers
New York
$978K
BCMLT
3492
Beacon Capital Management LLC (Tennessee)
Tennessee
$977K
SWM
3493
SilverOak Wealth Management
Minnesota
$977K
MF
3494
Meridian Financial
Massachusetts
$976K
AF
3495
Atala Financial
California
$974K
PPC
3496
Pennington Partners & Co
Maryland
$973K
AA
3497
Alpha Advisors
Virginia
$972K
WAM
3498
WealthTrust Asset Management
Florida
$972K
RMC
3499
Ring Mountain Capital
California
$968K
NPPM
3500
North Point Portfolio Managers
Ohio
$967K