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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
RSWA
3526
Robinson Smith Wealth Advisors
Maine
$946K
FGWP
3527
Founders Grove Wealth Partners
Virginia
$945K
HWA
3528
Hillcrest Wealth Advisors
New Jersey
$945K
AWA
3529
Aletheian Wealth Advisors
Washington
$944K
MWM
3530
Mindset Wealth Management
Indiana
$943K
FFWM
3531
Future Financial Wealth Management
Ohio
$942K
PIM
3532
Profit Investment Management
Maryland
$941K
BWM
3533
Brown Wealth Management
Illinois
$938K
MWP
3534
Meridian Wealth Partners
Pennsylvania
$936K
WFA
3535
WMG Financial Advisors
Tennessee
$936K
1WM
3536
1858 Wealth Management
Ohio
$936K
SP
3537
Symmetry Partners
Connecticut
$935K
SP
3538
Successful Portfolios
Florida
$935K
TC
3539
TAGStone Capital
North Carolina
$932K
PCM
3540
Payne Capital Management
New York
$931K
SC
3541
Sierra Capital
Florida
$931K
BDFN
3542
Bond & Devick Financial Network
Minnesota
$930K
MMCM
3543
Murphy & Mullick Capital Management
New York
$929K
ANBOT
3544
American National Bank of Texas
Texas
$927K
Axa
3545
Axa
France
$925K
CFC
3546
Coyle Financial Counsel
Illinois
$924K
RFA
3547
Reyes Financial Architecture
California
$922K
FFL
3548
Financial Freedom LLC
Ohio
$922K
EIM
3549
Essex Investment Management
Massachusetts
$922K
CA
3550
CapWealth Advisors
Tennessee
$921K