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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
API
3676
Asset Planning Inc
California
$799K
SDH
3677
Sloy Dahl & Holst
Washington
$798K
AFIA
3678
America First Investment Advisors
Nebraska
$798K
SFG
3679
SNS Financial Group
Minnesota
$797K
CL
3680
COWA LLC
Oklahoma
$797K
GPW
3681
Gentry Private Wealth
Kansas
$797K
NWMG
3682
Nicholson Wealth Management Group
South Carolina
$796K
PG
3683
Prostatis Group
Maryland
$793K
TCMP
3684
Thrive Capital Management (Pennsylvania)
Pennsylvania
$792K
CFS
3685
Coordinated Financial Services
Colorado
$792K
BC
3686
Bridgefront Capital
Texas
$791K
DP
3687
DDD Partners
Washington
$788K
CCG
3688
Catalina Capital Group
California
$786K
AL
3689
Arnhold LLC
New York
$786K
FPCG
3690
Forum Private Client Group
Indiana
$785K
TAM
3691
TCP Asset Management
Ohio
$785K
CTC
3692
Corundum Trust Company
South Dakota
$784K
PCM
3693
Presidio Capital Management
California
$783K
TAM
3694
Tucker Asset Management
Colorado
$782K
WAM
3695
Walker Asset Management
Missouri
$780K
VPP
3696
Vertex Planning Partners
Illinois
$779K
SIMC
3697
Squire Investment Management Company
Utah
$778K
WSFG
3698
Wall Street Financial Group
Illinois
$777K
RIP
3699
Reliant Investment Partners
North Carolina
$776K
MS
3700
Madden Securities
Texas
$774K