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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
GFP
4176
Guardian Financial Partners
California
$419K
MCA
4177
Maryland Capital Advisors
Maryland
$419K
TWM
4178
Tumwater Wealth Management
Idaho
$419K
HFS
4179
Hoge Financial Services
Pennsylvania
$418K
C
4180
Covestor
United Kingdom
$417K
CPA
4181
Clear Point Advisors
New York
$417K
ZRP
4182
Zynergy Retirement Planning
New Jersey
$417K
RH
4183
RFG Holdings
Texas
$415K
HC
4184
Hoese & Co
Minnesota
$413K
CWM
4185
CarsonAllaria Wealth Management
Illinois
$413K
MWM
4186
Momentous Wealth Management
Washington
$413K
PTCG
4187
Pring Turner Capital Group
California
$412K
SPFA
4188
Summit Place Financial Advisors
New Jersey
$412K
PPWM
4189
Perissos Private Wealth Management
Oklahoma
$412K
LSWP
4190
Liberty Square Wealth Partners
Pennsylvania
$411K
PCC
4191
Park Circle Company
Maryland
$410K
QL
4192
Quarry LP
New York
$410K
DKCM
4193
Davidson Kahn Capital Management
California
$409K
RFN
4194
Redwood Financial Network
Ohio
$407K
SCM
4195
Sage Capital Management
New Jersey
$407K
D
4196
Dentgroup
Louisiana
$406K
CWM
4197
Concentrum Wealth Management
California
$406K
KFG
4198
Kelly Financial Group
Connecticut
$406K
WPW
4199
Warther Private Wealth
Ohio
$405K
CPA
4200
Cathy Pareto & Associates
Florida
$404K