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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
NC
3801
NovaPoint Capital
Georgia
$682K
RSF
3802
Rik Saylor Financial
Ohio
$680K
FPW
3803
Flywheel Private Wealth
California
$680K
GPW
3804
Genesis Private Wealth
Virginia
$680K
KFS
3805
Kelly Financial Services
Massachusetts
$680K
GCWM
3806
Graham Capital Wealth Management
District of Columbia
$679K
AWA
3807
ARQ Wealth Advisors
Arizona
$678K
CCP
3808
Clarkston Capital Partners
Michigan
$676K
GSCM
3809
Greenfield Seitz Capital Management
Texas
$672K
CFS
3810
CGC Financial Services
Oregon
$669K
CFG
3811
Compton Financial Group
Maryland
$666K
BCB
3812
Brian C. Broderick
$666K
BA
3813
Brightwater Advisory
Florida
$664K
CSA
3814
Cornerstone Select Advisors
Missouri
$664K
MAM
3815
MMA Asset Management
Pennsylvania
$663K
AIM
3816
Arcadia Investment Management
Michigan
$662K
SC
3817
Schoolcraft Capital
Colorado
$662K
OFP
3818
OLIO Financial Planning
Virginia
$661K
JA
3819
JVL Associates
Michigan
$660K
RWRC
3820
R.W. Roge & Company
New York
$658K
OA
3821
Oceanside Advisors
South Carolina
$658K
GC
3822
Guidance Capital
Kentucky
$657K
XPN
3823
XY Planning Network
Montana
$656K
VBFG
3824
Vishria Bird Financial Group
Tennessee
$655K
IPWA
3825
International Private Wealth Advisors
California
$654K