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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
CWMGO
3726
Capstone Wealth Management Group (Oregon)
Oregon
$746K
TS
3727
Tamar Securities
California
$745K
SCI
3728
Silver Coast Investments
United States
$745K
GF
3729
Gimbal Financial
Indiana
$743K
IGGA
3730
Iron Gate Global Advisors
Utah
$743K
IA
3731
IMZ Advisory
Florida
$739K
PS
3732
Planned Solutions
California
$739K
KFS
3733
Kaizen Financial Strategies
California
$737K
KIC
3734
Keating Investment Counselors
Florida
$737K
IPW
3735
Intergy Private Wealth
Colorado
$736K
FCM
3736
Fourpath Capital Management
Oklahoma
$735K
IW
3737
Imprint Wealth
South Carolina
$735K
SFPG
3738
Stonebridge Financial Planning Group
Florida
$733K
GGI
3739
Godsey & Gibb Inc
Virginia
$732K
GRA
3740
Golden Road Advisors
Florida
$730K
SWM
3741
SFG Wealth Management
Maryland
$729K
WCM
3742
Wallace Capital Management
Texas
$729K
VAF
3743
Values Added Financial
District of Columbia
$729K
RIM
3744
Rockbridge Investment Management
New York
$728K
PMIA
3745
Patrick Mauro Investment Advisor
Illinois
$727K
FAFN
3746
First Affirmative Financial Network
Colorado
$727K
NI
3747
NDVR Inc
Massachusetts
$726K
KFP
3748
Kerr Financial Planning
California
$726K
PCMM
3749
Piedmont Capital Management (Montana)
Montana
$725K
PWA
3750
Physician Wealth Advisors
Utah
$724K