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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
LWM
3501
LongView Wealth Management
Georgia
$966K
IAG
3502
Investmark Advisory Group
Connecticut
$966K
ACM
3503
Absolute Capital Management
Pennsylvania
$966K
SPW
3504
Sonoma Private Wealth
California
$964K
SAM
3505
Shikiar Asset Management
New York
$962K
TPW
3506
Tiller Private Wealth
Pennsylvania
$960K
PCMC
3507
Paragon Capital Management (Colorado)
Colorado
$960K
OIS
3508
OneAscent Investment Solutions
Alabama
$958K
WWM
3509
Westwood Wealth Management
California
$958K
CWA
3510
Clearview Wealth Advisors
Oregon
$958K
DAM
3511
Diamant Asset Management
Connecticut
$957K
HFS
3512
Hughes Financial Services
Virginia
$957K
WIA
3513
Wealthedge Investment Advisors
New York
$955K
POIA
3514
Pin Oak Investment Advisors
Texas
$955K
DWM
3515
DecisionMap Wealth Management
Virginia
$955K
AWP
3516
Abacus Wealth Partners
California
$954K
AFA
3517
Allium Financial Advisors
Oregon
$954K
KAM
3518
KEB Asset Management
Illinois
$954K
WFS
3519
WealthGarden F.S.
California
$951K
JLBC
3520
J.L. Bainbridge & Co
Florida
$949K
GAA
3521
Global Assets Advisory
Florida
$948K
SSW
3522
Smith Shellnut Wilson
Mississippi
$947K
MMHP
3523
Murphy Middleton Hinkle & Parker
Georgia
$947K
PIC
3524
Portland Investment Counsel
Ontario, Canada
$946K
AS
3525
Altshuler Shaham
Israel
$946K