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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
CIA
3601
Cape Investment Advisory
Georgia
$870K
AFP
3602
Alpha Financial Partners
Kentucky
$869K
CAS
3603
CTC Alternative Strategies
Illinois
$869K
DCBT
3604
Dakota Community Bank & Trust
North Dakota
$868K
SWG
3605
Summit Wealth Group
Vermont
$868K
FEG
3606
Financial Enhancement Group
Indiana
$866K
PCM
3607
Perritt Capital Management
Illinois
$865K
HCP
3608
Holt Capital Partners
Texas
$865K
IA
3609
Inspire Advisors
Idaho
$862K
CAM
3610
Claret Asset Management
Quebec, Canada
$861K
OAJ
3611
Ogorek Anthony Joseph
New York
$859K
IRC
3612
Investors Research Corp
Georgia
$859K
SIM
3613
SSI Investment Management
California
$857K
LIA
3614
Lynx Investment Advisory
District of Columbia
$854K
WLG
3615
Williamson Legacy Group
Indiana
$853K
AI
3616
AXS Investments
New York
$852K
IG
3617
IFS Group
Pennsylvania
$851K
RCA
3618
Riverview Capital Advisers
Massachusetts
$850K
FSA
3619
Financial Security Advisor
Virginia
$848K
LAMNM
3620
Longview Asset Management (New Mexico)
New Mexico
$848K
MAM
3621
Morse Asset Management
Connecticut
$848K
WFPG
3622
Waller Financial Planning Group
Ohio
$846K
OFO
3623
OneAscent Family Office
Alabama
$846K
IWP
3624
Insight Wealth Partners
Texas
$845K
DA
3625
Detalus Advisors
Missouri
$844K