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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
TFA
3951
Toth Financial Advisory
Virginia
$565K
SHJ
3952
Sharkey, Howes & Javer
Colorado
$563K
FWM
3953
FSA Wealth Management
Massachusetts
$562K
MPCL
3954
My Personal CFO LLC
Washington
$561K
FWMP
3955
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$561K
LODC
3956
Lanham O'Dell & Company
West Virginia
$560K
CFO
3957
Custos Family Office
Texas
$560K
WFS
3958
Walker Financial Services
Kentucky
$560K
TWP
3959
Tower Wealth Partners
Pennsylvania
$559K
PWMG
3960
Private Wealth Management Group
New Jersey
$556K
LWA
3961
Ledgewood Wealth Advisors
New Hampshire
$555K
HWMC
3962
Heritage Wealth Management (California)
California
$555K
CCP
3963
Carmel Capital Partners
California
$555K
HIA
3964
HTG Investment Advisors
Connecticut
$555K
PW
3965
Potentia Wealth
California
$555K
R
3966
Rebalance
California
$554K
GWSA
3967
Global Wealth Strategies & Associates
Colorado
$553K
EAM
3968
Everstar Asset Management
North Carolina
$553K
FAN
3969
Financial Advisors Network
California
$552K
JCIA
3970
Jackson Creek Investment Advisors
Colorado
$552K
SWMG
3971
Sanchez Wealth Management Group
Florida
$551K
AMG
3972
Asset Management Group
Connecticut
$551K
WPA
3973
Wealth Preservation Advisors
Tennessee
$550K
NRWA
3974
North Ridge Wealth Advisors
Oregon
$548K
IWP
3975
Innova Wealth Partners
Pennsylvania
$547K