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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
DFG
3626
Dupree Financial Group
Kentucky
$844K
IIA
3627
ICW Investment Advisors
Arizona
$844K
RIP
3628
RAM Investment Partners
Washington
$844K
RIS
3629
Richmond Investment Services
Wisconsin
$843K
HIW
3630
Holos Integrated Wealth
Pennsylvania
$843K
KBG
3631
Kahn Brothers Group
New York
$842K
AIA
3632
Accelerate Investment Advisors
California
$841K
HA
3633
HC Advisors
Georgia
$841K
VWA
3634
VSM Wealth Advisory
Maryland
$840K
FFG
3635
Fortress Financial Group
Minnesota
$839K
CWM
3636
Cherrydale Wealth Management
New Jersey
$837K
NICM
3637
Neo Ivy Capital Management
New York
$835K
GB
3638
Goepper Burkhardt
South Carolina
$835K
CW
3639
Code Waechter
Florida
$834K
LBC
3640
Leigh Baldwin & Co
New York
$834K
MWM
3641
Melfa Wealth Management
Massachusetts
$833K
BAS
3642
Breakthru Advisory Services
Wisconsin
$832K
NIWA
3643
New Insight Wealth Advisors
California
$832K
WCM
3644
Wedge Capital Management
North Carolina
$831K
SFC
3645
Swisher Financial Concepts
Ohio
$831K
GWM
3646
Gitterman Wealth Management
New Jersey
$829K
BBA
3647
Braun-Bostich & Associates
Pennsylvania
$829K
GSIS
3648
Global Strategic Investment Solutions
Arizona
$828K
RIM
3649
Rakuten Investment Management
Japan
$828K
TA
3650
Tactive Advisors
Florida
$827K