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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
DFP
4101
Defined Financial Planning
California
$462K
BZWA
4102
Blue Zone Wealth Advisors
California
$461K
2L
4103
25 LLC
Missouri
$461K
GSWA
4104
Good Steward Wealth Advisors
Tennessee
$460K
GA
4105
Greenspring Advisors
Maryland
$460K
DF
4106
Dunhill Financial
United Kingdom
$460K
MGIA
4107
Matthew Goff Investment Advisor
Texas
$460K
UFA
4108
Uptown Financial Advisors
Texas
$460K
WQ
4109
Wealth Quarterback
New Jersey
$459K
TW
4110
Towerpoint Wealth
California
$459K
FFC
4111
Frederick Financial Consultants
Maryland
$458K
SA
4112
Sage Advisors
Colorado
$458K
WAM
4113
Worth Asset Management
Texas
$458K
PCA
4114
Private Capital Advisors
Connecticut
$457K
TCM
4115
Triumph Capital Management
Colorado
$457K
CFP
4116
Cypress Financial Planning
New Jersey
$457K
BWG
4117
Boomfish Wealth Group
Georgia
$457K
CWA
4118
Continuum Wealth Advisors
New York
$457K
NFA
4119
Northwest Financial Advisors
Virginia
$456K
JPLA
4120
Joseph P. Lucia & Associates
New York
$455K
BDPWM
4121
Barnes Dennig Private Wealth Management
Ohio
$455K
FCM
4122
Family Capital Management
Michigan
$455K
RS
4123
Rakuten Securities
Japan
$454K
TLFA
4124
True Link Financial Advisors
California
$454K
APWM
4125
Argonautica Private Wealth Management
Massachusetts
$453K