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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
AFWM
3551
AMJ Financial Wealth Management
Virginia
$921K
CTWM
3552
Cherry Tree Wealth Management
Minnesota
$920K
RA
3553
Ruggaard & Associates
Ohio
$920K
WAG
3554
Wallace Advisory Group
California
$919K
CL
3555
CLG LLC
California
$916K
AIA
3556
AIMZ Investment Advisors
California
$913K
SG
3557
Strid Group
Pennsylvania
$911K
SFC
3558
Strategic Financial Concepts
Texas
$911K
CIA
3559
Cascade Investment Advisors
Oregon
$910K
AWM
3560
Allen Wealth Management
North Carolina
$907K
PA
3561
Planning Alternatives
Michigan
$905K
BEW
3562
Burton Enright Welch
California
$904K
MWM
3563
Maripau Wealth Management
Indiana
$904K
PHWM
3564
Pine Harbor Wealth Management
Maryland
$903K
SWM
3565
Steinberganna Wealth Management
New York
$903K
TA
3566
TCM Advisors
West Virginia
$902K
SAM
3567
Synergy Asset Management
Washington
$898K
BFS
3568
Burkett Financial Services
South Carolina
$898K
LFA
3569
Level Financial Advisors
New York
$897K
MA
3570
MKT Advisors
California
$897K
AIS
3571
American Investment Services
Massachusetts
$895K
MPIA
3572
Milestones Private Investment Advisors
New York
$893K
HFS
3573
Heritage Financial Services
Massachusetts
$893K
OCM
3574
Objective Capital Management
Ohio
$890K
VFP
3575
Verus Financial Partners
Virginia
$888K