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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
MBI
3826
May Barnhard Investments
Maryland
$653K
SC
3827
SummitTX Capital
Texas
$653K
SWMG
3828
Signature Wealth Management Group
Georgia
$651K
CCIA
3829
Cherry Creek Investment Advisors
Colorado
$650K
SFFS
3830
Stonehage Fleming Financial Services
Jersey
$650K
FF
3831
Friday Financial
Iowa
$650K
BMCM
3832
Burns Matteson Capital Management
New York
$650K
CYG
3833
Clean Yield Group
Vermont
$650K
LAM
3834
Lakewood Asset Management
Illinois
$650K
ACM
3835
Ascent Capital Management
Oregon
$649K
WAN
3836
Wealth Advisors Northwest
Oregon
$649K
RA
3837
Riverstone Advisors
Texas
$648K
BWA
3838
Bestgate Wealth Advisors
Maryland
$647K
CWMP
3839
Clarion Wealth Managment Partners
Virginia
$646K
CFO
3840
Capitol Family Office
Oregon
$645K
IDA
3841
Intelligence Driven Advisers
California
$645K
BIG
3842
Builder Investment Group
Georgia
$645K
RWMG
3843
Redwood Wealth Management Group
New Jersey
$644K
TBWA
3844
Three Bridge Wealth Advisors
California
$643K
GT
3845
GreatBanc Trust
Illinois
$642K
LI
3846
LifeWealth Investments
Florida
$640K
CMBA
3847
C.M. Bidwell & Associates
Hawaii
$640K
KC
3848
Kinloch Capital
Virginia
$640K
FWMM
3849
Foundation Wealth Management (Missouri)
Missouri
$639K
HKAM
3850
Horizon Kinetics Asset Management
New York
$639K