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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
RWM
4126
RMG Wealth Management
Wisconsin
$453K
OA
4127
Oxbow Advisors
Texas
$451K
NEPPG
4128
New England Professional Planning Group
Rhode Island
$450K
PPH
4129
Pure Portfolios Holdings
Oregon
$450K
VPF
4130
Vantage Point Financial
Illinois
$450K
SC
4131
Schubert & Co
Texas
$449K
LOIP
4132
Live Oak Investment Partners
Texas
$449K
AWMG
4133
ADG Wealth Management Group
Louisiana
$449K
AL
4134
ADE LLC
Maryland
$446K
TCM
4135
Traub Capital Management
Massachusetts
$444K
NCMW
4136
Northern Capital Management (Washington)
Washington
$444K
LC
4137
Lavaca Capital
Texas
$444K
SCM
4138
Saxony Capital Management
Missouri
$442K
WCM
4139
Warburton Capital Management
Oklahoma
$442K
MRI
4140
Mad River Investors
Massachusetts
$442K
SIM
4141
Sterling Investment Management
Arizona
$441K
CCM
4142
Chiron Capital Management
Florida
$441K
IC
4143
Iconiq Capital
California
$440K
CCC
4144
Chelsea Counsel Company
California
$440K
JCM
4145
J2 Capital Management
Michigan
$440K
MPW
4146
MGO Private Wealth
California
$439K
MC
4147
Machina Capital
France
$439K
GCM
4148
G2 Capital Management
Ohio
$435K
YCG
4149
Yeomans Consulting Group
Georgia
$435K
KWA
4150
Kondo Wealth Advisors
California
$434K