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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
GAMC
4001
Garner Asset Management Corp
Texas
$530K
CWMGP
4002
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$529K
HFRG
4003
Houlihan Financial Resource Group
Virginia
$528K
AWP
4004
Avid Wealth Partners
Texas
$528K
IPW
4005
IronBridge Private Wealth
Texas
$528K
JRFS
4006
James Reed Financial Services
Ohio
$527K
PFG
4007
Putney Financial Group
California
$526K
LD
4008
Lipe & Dalton
New York
$525K
NRW
4009
Nova R Wealth
Kansas
$524K
ICMM
4010
Integrated Capital Management (Michigan)
Michigan
$524K
GCA
4011
Genesee Capital Advisors
New York
$524K
GCP
4012
Gill Capital Partners
Colorado
$522K
GFL
4013
Granite FO LLC
New Hampshire
$521K
SIS
4014
Strategic Investment Solutions
Illinois
$521K
BWP
4015
BlueStem Wealth Partners
Minnesota
$521K
HWP
4016
Hibernia Wealth Partners
Louisiana
$521K
TLA
4017
Tanglewood Legacy Advisors
Texas
$519K
KIM
4018
Kane Investment Management
California
$519K
MWA
4019
Muirfield Wealth Advisors
North Carolina
$518K
IWN
4020
Independent Wealth Network
Iowa
$517K
AIFAIM
4021
American Institute for Advanced Investment Management
Arizona
$517K
KCIC
4022
Kuhn & Co Investment Counsel
Illinois
$516K
QP
4023
Quartz Partners
New York
$516K
ELM
4024
Elite Life Management
Florida
$516K
EE
4025
EWG Elevate
California
$514K