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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
SAM
3701
Strive Asset Management
Ohio
$770K
BWP
3702
Bernardo Wealth Planning
Pennsylvania
$770K
PSA
3703
Plum Street Advisors
Louisiana
$769K
CNWM
3704
Clay Northam Wealth Management
California
$769K
RWM
3705
Reston Wealth Management
Virginia
$768K
PCM
3706
Prospera Capital Management
Arizona
$767K
APWA
3707
Atlas Private Wealth Advisors
New Jersey
$766K
BGAI
3708
Bruce G. Allen Investments
Colorado
$766K
BW
3709
Basepoint Wealth
Iowa
$765K
RCM
3710
Rockbridge Capital Management
Virginia
$765K
JC
3711
Jacobs & Co
California
$764K
IA
3712
Invested Advisors
Pennsylvania
$764K
RBC
3713
Roble Belko & Company
Pennsylvania
$763K
SAM
3714
Sequent Asset Management
Texas
$763K
WWP
3715
Wise Wealth Partners
Arizona
$762K
CWA
3716
Centennial Wealth Advisory
Michigan
$759K
PCP
3717
Panoramic Capital Partners
Oregon
$757K
TFA
3718
Tobias Financial Advisors
Florida
$756K
KFS
3719
Kurt F. Somerville
$755K
FA
3720
FDx Advisors
Illinois
$753K
RIA
3721
Richwood Investment Advisors
Ohio
$753K
NSG
3722
Nalls Sherbakoff Group
Tennessee
$752K
ECM
3723
Eisler Capital Management
United Kingdom
$751K
KC
3724
Knuff & Co
California
$747K
CWAF
3725
Core Wealth Advisors (Florida)
Florida
$746K