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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
AWP
3776
Axis Wealth Partners
Rhode Island
$697K
AR
3777
Apeiron RIA
Texas
$696K
SCA
3778
Southern Capital Advisors
Tennessee
$696K
TPWA
3779
Twin Peaks Wealth Advisors
California
$695K
PGWM
3780
Pitti Group Wealth Management
New York
$695K
WI
3781
Wedgewood Investors
Pennsylvania
$695K
IFO
3782
Independent Family Office
New York
$694K
CPW
3783
Catalyst Private Wealth
California
$694K
SM
3784
Stonegate Management
Illinois
$694K
BAMG
3785
Brand Asset Management Group
Missouri
$692K
DWM
3786
Darwin Wealth Management
Florida
$691K
RC
3787
Rexford Capital
Texas
$690K
VCWA
3788
Vanguard Capital Wealth Advisors
Colorado
$690K
LIA
3789
Luken Investment Analytics
Tennessee
$689K
BWS
3790
Broadway Wealth Solutions
Texas
$689K
HIF
3791
Hill Island Financial
Michigan
$689K
BBWP
3792
Beacon Bridge Wealth Partners
Pennsylvania
$689K
MFS
3793
McNamara Financial Services
Massachusetts
$688K
RP
3794
Riverwater Partners
Wisconsin
$687K
BWM
3795
BCS Wealth Management
Tennessee
$686K
IVP
3796
Intrinsic Value Partners
Arizona
$686K
CCA
3797
Catalyst Capital Advisors
New York
$685K
SRWM
3798
Shira Ridge Wealth Management
California
$685K
Renaissance Technologies
3799
Renaissance Technologies
New York
$684K
AFS
3800
Anderson Financial Strategies
Ohio
$682K