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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
AWM
4151
Avondale Wealth Management
Texas
$434K
EW
4152
Entruity Wealth
California
$432K
MAM
4153
Marotta Asset Management
Virginia
$432K
LPP
4154
Life Planning Partners
Florida
$431K
EP
4155
Essential Planning
New Hampshire
$431K
TWM
4156
Triton Wealth Management
Arizona
$431K
EWM
4157
Endowment Wealth Management
Wisconsin
$431K
PWM
4158
Penobscot Wealth Management
Maine
$430K
OPWM
4159
Oregon Pacific Wealth Management
Oregon
$429K
GC
4160
Gibson Capital
Pennsylvania
$429K
FPW
4161
Flagship Private Wealth
Massachusetts
$428K
AWA
4162
AmeriServ Wealth Advisors
Pennsylvania
$428K
AFS
4163
Axiom Financial Strategies
Indiana
$427K
HA
4164
Hanover Advisors
South Carolina
$427K
SBCM
4165
Silverberg Bernstein Capital Management
New York
$427K
EC
4166
Eaton-Cambridge
Arizona
$426K
AFAS
4167
Acorn Financial Advisory Services
Virginia
$426K
ACP
4168
Arcus Capital Partners
Georgia
$426K
HIM
4169
Harbour Investment Management
Washington
$424K
PFP
4170
Paragon Financial Partners
California
$424K
IWS
4171
Integrity Wealth Solutions
Colorado
$423K
PPWM
4172
PFG Private Wealth Management
Florida
$423K
VFS
4173
Valpey Financial Services
New Hampshire
$423K
BDL
4174
Banque de Luxembourg
Luxembourg
$421K
ACM
4175
Avos Capital Management
Washington
$420K