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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
KA
3876
Kearns & Associates
California
$620K
HFW
3877
Horizon Family Wealth
Illinois
$620K
EWA
3878
Encompass Wealth Advisors
Oregon
$620K
JFGLC
3879
Johnson Financial Group LLC (Colorado)
Colorado
$617K
SBWIC
3880
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K
IFA
3881
Index Fund Advisors
California
$616K
MWA
3882
MN Wealth Advisors
Kansas
$616K
VEA
3883
Virtus ETF Advisers
New York
$615K
IWA
3884
Inspirion Wealth Advisors
Illinois
$614K
SWM
3885
Selective Wealth Management
Virginia
$614K
PWA
3886
Provenance Wealth Advisors
Florida
$613K
TWA
3887
Tandem Wealth Advisors
Arizona
$612K
DO
3888
denkapparat Operations
Germany
$611K
LFGO
3889
Legacy Financial Group (Oklahoma)
Oklahoma
$610K
RK
3890
Rather & Kittrell
Tennessee
$608K
BCM
3891
Banyan Capital Management
Georgia
$606K
CP
3892
Castleview Partners
Texas
$605K
BAM
3893
Bosun Asset Management
Illinois
$599K
JAA
3894
Joel Adams & Associates
North Carolina
$599K
CL
3895
CVFG LLC
Indiana
$598K
PWP
3896
Parkwoods Wealth Partners
New York
$598K
CWA
3897
CogentBlue Wealth Advisors
Tennessee
$598K
RFG
3898
REAP Financial Group
Texas
$598K
NWMP
3899
Noble Wealth Management PBC
Colorado
$597K
TCM
3900
Tradewinds Capital Management
Washington
$597K