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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
PWM
3976
Power Wealth Management
Georgia
$546K
EFG
3977
Elm3 Financial Group
Georgia
$546K
GA
3978
Gordian Advisors
Arizona
$545K
HKIMG
3979
Hutchens & Kramer Investment Management Group
Indiana
$545K
HIS
3980
Horizon Investment Services
Indiana
$544K
KL
3981
KWMG LLC
Kansas
$543K
DWA
3982
Delta Wealth Advisors
Indiana
$542K
BGA
3983
Battery Global Advisors
Massachusetts
$542K
APW
3984
Axim Planning & Wealth
Ohio
$542K
RAG
3985
RIA Advisory Group
Iowa
$541K
AWC
3986
Adamsbrown Wealth Consultants
Kansas
$541K
NFW
3987
Noble Family Wealth
Florida
$541K
HWM
3988
Hobbs Wealth Management
Indiana
$539K
SCA
3989
Sage Capital Advisors
South Dakota
$538K
WWM
3990
Wiser Wealth Management
Georgia
$538K
NPI
3991
New Perspectives Inc
Mississippi
$537K
RLIM
3992
Red Lighthouse Investment Management
New York
$535K
JGIA
3993
Jackson Grant Investment Advisers
Connecticut
$535K
EWA
3994
Emergent Wealth Advisors
New York
$535K
WLIM
3995
White Lighthouse Investment Management
Massachusetts
$535K
AFO
3996
Allie Family Office
Florida
$533K
FFS
3997
Fortress Financial Solutions
Arizona
$533K
EMC
3998
Everest Management Corp
California
$532K
VCM
3999
Virtue Capital Management
Tennessee
$530K
FSBI
4000
Fearless Solutions (Best Invest)
Texas
$530K