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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
WW
3751
Westshore Wealth
California
$722K
Blackstone Inc
3752
Blackstone Inc
New York
$722K
MAP
3753
Moody Aldrich Partners
Massachusetts
$720K
FGI
3754
Foresight Global Investors
New York
$719K
WWA
3755
Wisconsin Wealth Advisors
Wisconsin
$718K
4A
3756
4Wealth Advisors
Illinois
$717K
SA
3757
Sonoma Allocations
California
$716K
BHWM
3758
Beaird Harris Wealth Management
Texas
$715K
RPGNY
3759
Retirement Planning Group (New York)
New York
$715K
ICM
3760
Intrepid Capital Management
Florida
$714K
PI
3761
Parkside Investments
Illinois
$709K
WP
3762
Waycross Partners
Kentucky
$709K
MCM
3763
M1 Capital Management
Michigan
$708K
AIA
3764
Arbor Investment Advisors
North Carolina
$707K
SM
3765
Sensible Money
Arizona
$706K
SFC
3766
Sprinkle Financial Consultants
Colorado
$705K
WCM
3767
Wealthcare Capital Management
Virginia
$703K
CGH
3768
CMG Global Holdings
Texas
$702K
KWA
3769
Kellett Wealth Advisors
Ohio
$702K
DHC
3770
Drum Hill Capital
Connecticut
$702K
EMAM
3771
Encompass More Asset Management
California
$701K
STB
3772
S&T Bank
Pennsylvania
$699K
EA
3773
Efficient Advisors
Ohio
$698K
WA
3774
Waterford Advisors
New York
$698K
RAS
3775
RPS Advisory Solutions
Kentucky
$697K