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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
SHWM
4026
Smith & Howard Wealth Management
Georgia
$513K
SWIA
4027
Solano Wealth Investment Advisors
California
$513K
CFGA
4028
Cambridge Financial Group (Arizona)
Arizona
$512K
KCAM
4029
Kagan Cocozza Asset Management
New Jersey
$512K
EMCIP
4030
Ewing Morris & Co Investment Partners
Ontario, Canada
$511K
ORI
4031
Oak Ridge Investments
Illinois
$510K
HPC
4032
Hobart Private Capital
North Carolina
$510K
PBF
4033
Petix & Botte Financial
California
$510K
GWM
4034
GK Wealth Management
Nevada
$508K
DP
4035
Denver PWM
Colorado
$507K
CC
4036
Colrain Capital
Massachusetts
$505K
IDBONY
4037
Israel Discount Bank of New York
New York
$504K
CA
4038
CWC Advisors
Oregon
$504K
FDS
4039
Freedom Day Solutions
Texas
$503K
EI
4040
EDMP Inc
Florida
$501K
SA
4041
Shilanski & Associates
Alaska
$501K
ACM
4042
Avalon Capital Management
California
$501K
TWM
4043
Trevian Wealth Management
Massachusetts
$500K
YWM
4044
Yoder Wealth Management
California
$500K
LFASL
4045
Lugano Financial Advisors SA (LFA)
Switzerland
$500K
WCP
4046
Wick Capital Partners
Pennsylvania
$499K
KFP
4047
Keener Financial Planning
Texas
$499K
TFP
4048
Triune Financial Partners
Kansas
$498K
MSF
4049
Mustard Seed Financial
Arkansas
$497K
SWA
4050
Strata Wealth Advisors
Texas
$497K