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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
QIM
3651
Quantitative Investment Management
Virginia
$825K
TFO
3652
Tarbox Family Office
California
$825K
CIA
3653
Caerus Investment Advisors
Texas
$824K
CCC
3654
Compass Capital Corp
Massachusetts
$824K
WA
3655
Wealthstar Advisors
Texas
$823K
CCA
3656
Coign Capital Advisors
Utah
$820K
WI
3657
WBI Investments
New Jersey
$819K
TCM
3658
Tuttle Capital Management
Connecticut
$818K
ETS
3659
ESL Trust Services
New York
$817K
PFG
3660
Prospect Financial Group
Virginia
$815K
WFC
3661
Western Financial Corp
California
$814K
PDM
3662
Penn Davis McFarland
Texas
$814K
LSA
3663
Lansing Street Advisors
Pennsylvania
$812K
PIN
3664
Prudent Investors Network
California
$812K
FZCM
3665
Flynn Zito Capital Management
New York
$810K
BRA
3666
Bender Robert & Associates
California
$809K
IPA
3667
Investment Planning Advisors
Georgia
$808K
BFG
3668
Birch Financial Group
New Hampshire
$808K
KAM
3669
Knightsbridge Asset Management
California
$806K
CWM
3670
CCG Wealth Management
California
$803K
KWM
3671
KW Wealth Management
California
$803K
CWM
3672
Cahaba Wealth Management
Georgia
$803K
BCM
3673
Boreal Capital Management
Florida
$802K
OPPS
3674
Obsidian Personal Planning Solutions
Maryland
$801K
ASG
3675
Ariston Services Group
California
$800K