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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
WBCM
3926
Wilson & Boucher Capital Management
California
$584K
RAM
3927
Riggs Asset Management
Pennsylvania
$584K
JHC
3928
J. Hagan Capital
Kentucky
$584K
WHCI
3929
W.H. Cornerstone Investments
Massachusetts
$584K
SOAG
3930
Silver Oak Advisory Group
Oregon
$583K
CCP
3931
Cushing Capital Partners
Wisconsin
$582K
GFA
3932
Gladwyn Financial Advisors
Virginia
$582K
EA
3933
Echo45 Advisors
California
$581K
BAWM
3934
Bennett Associates Wealth Management
Pennsylvania
$581K
DWM
3935
Denver Wealth Management
Colorado
$580K
ACM
3936
Aquatic Capital Management
Illinois
$578K
SC
3937
Schiavi & Co
Delaware
$577K
SFS
3938
Sharp Financial Services
Pennsylvania
$576K
ARMT
3939
Amica Retiree Medical Trust
Rhode Island
$575K
FIC
3940
Family Investment Center
Missouri
$574K
AFA
3941
American Financial Advisors
Georgia
$573K
MFA
3942
Morling Financial Advisors
California
$572K
BF
3943
Brogan Financial
Tennessee
$572K
HA
3944
Helium Advisors
Washington
$572K
BOSSRA
3945
B.O.S.S. Retirement Advisors
Utah
$571K
BFAG
3946
Blackston Financial Advisory Group
Florida
$571K
LFP
3947
Leeward Financial Partners
Washington
$571K
WWM
3948
WT Wealth Management
Arizona
$569K
JWM
3949
Jupiter Wealth Management
Colorado
$569K
PFA
3950
Presper Financial Architects
Ohio
$568K