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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
SGI
4051
Swan Global Investments
Colorado
$496K
CCM
4052
Chickasaw Capital Management
Tennessee
$496K
NWP
4053
NerdWallet Wealth Partners
New York
$494K
BFS
4054
Baskin Financial Services
Ontario, Canada
$493K
CFS
4055
Cannon Financial Strategists
Georgia
$492K
HGA
4056
Hobbs Group Advisors
South Carolina
$492K
SAM
4057
Seelaus Asset Management
New Jersey
$490K
AI
4058
AdvisorShares Investments
Maryland
$489K
BLAM
4059
Bourne Lent Asset Management
New York
$489K
TA
4060
Townsend & Associates
Colorado
$489K
PVAMC
4061
PPS&V Asset Management Consultants
Michigan
$489K
EFL
4062
ERn Financial LLC
Wisconsin
$489K
PFS
4063
Prospect Financial Services
New York
$488K
IWM
4064
IMG Wealth Management
Florida
$487K
MCM
4065
MontVue Capital Management
Virginia
$486K
CCA
4066
Cottonwood Capital Advisors
Utah
$485K
SFG
4067
Sterling Financial Group
California
$484K
LFS
4068
Lutz Financial Services
Nebraska
$484K
TWA
4069
Trace Wealth Advisors
California
$483K
FA
4070
Freestate Advisors
Kansas
$481K
MA
4071
Mezzasalma Advisors
New Jersey
$481K
SWP
4072
ShoreHaven Wealth Partners
New Jersey
$481K
RWM
4073
Ruedi Wealth Management
Illinois
$479K
ACA
4074
Ascension Capital Advisors
Texas
$479K
MFS
4075
Madrona Financial Services
Washington
$479K