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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
GCM
3901
Garland Capital Management
Washington
$596K
HWM
3902
HFR Wealth Management
New York
$596K
SA
3903
Stewardship Advisors
Pennsylvania
$596K
DWAM
3904
Duncan Williams Asset Management
Tennessee
$596K
LWM
3905
Laidlaw Wealth Management
New York
$595K
EF
3906
Exeter Financial
Arizona
$595K
FCMA
3907
Foresight Capital Management Advisors
Michigan
$594K
BC
3908
Broadwater Capital
Massachusetts
$593K
DCM
3909
DGS Capital Management
New Jersey
$593K
CM
3910
Columbus Macro
Pennsylvania
$592K
PRI
3911
Prepared Retirement Institute
Pennsylvania
$592K
RFP
3912
Roth Financial Partners
Texas
$592K
SH
3913
SLT Holdings
Arizona
$592K
BI
3914
Binnacle Investments
Iowa
$592K
DFA
3915
Davies Financial Advisors
California
$592K
GCS
3916
Gordian Capital (Singapore)
Singapore
$591K
AA
3917
Acorns Advisers
California
$591K
GWA
3918
Gratus Wealth Advisors
Virginia
$591K
CWA
3919
Cura Wealth Advisors
Illinois
$590K
2WWM
3920
21 West Wealth Management
California
$589K
PCM
3921
Pennsylvania Capital Management
Pennsylvania
$589K
AM
3922
Atwater Malick
Pennsylvania
$587K
OPWM
3923
Oxinas Partners Wealth Management
Indiana
$587K
DFA
3924
DHJJ Financial Advisors
Illinois
$587K
CFP
3925
Comprehensive Financial Planning
Pennsylvania
$586K