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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
KAM
3851
Karani Asset Management
New York
$636K
KNFPWM
3852
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$636K
PWA
3853
Peterson Wealth Advisors
Utah
$635K
WFS
3854
Widmann Financial Services
Maryland
$634K
KFA
3855
Krane Funds Advisors
New York
$634K
LIG
3856
Lokken Investment Group
Delaware
$633K
Betterment LLC
3857
Betterment LLC
New York
$633K
WA
3858
WESPAC Advisors
California
$633K
CFGSD
3859
Compass Financial Group (South Dakota)
South Dakota
$632K
BCM
3860
Brooktree Capital Management
Michigan
$631K
CI
3861
Corient IA
Florida
$631K
GC
3862
Gruss & Co
Florida
$631K
AWAU
3863
Alliance Wealth Advisors (Utah)
Utah
$630K
SO
3864
Sierra Ocean
California
$629K
SWIM
3865
Smallwood Wealth Investment Management
New Jersey
$629K
1C
3866
111 Capital
France
$629K
LCC
3867
Lincoln Capital Corp
Rhode Island
$628K
BIA
3868
Bell Investment Advisors
California
$627K
SFP
3869
Sterling Financial Planning
New Jersey
$626K
IQI
3870
Integrated Quantitative Investments
Washington
$626K
AC
3871
AWM Capital
Arizona
$623K
FSCM
3872
Front Street Capital Management
Montana
$623K
CWM
3873
Consultiva Wealth Management
Puerto Rico
$623K
RHJA
3874
Rice Hall James & Associates
California
$621K
WP
3875
Wealthspan Partners
Iowa
$621K