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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
LCM
4201
Laurion Capital Management
New York
$402K
FWM
4202
FMB Wealth Management
California
$402K
VWM
4203
Verus Wealth Management
Wisconsin
$402K
Eagle Capital Management (New York)
4204
Eagle Capital Management (New York)
New York
$402K
MFGP
4205
Marshall Financial Group (Pennsylvania)
Pennsylvania
$401K
OTL
4206
Oak Thistle LLC
New York
$400K
GWA
4207
Geometric Wealth Advisors
District of Columbia
$399K
LGW
4208
Leslie Global Wealth
Illinois
$399K
LA
4209
Lakeside Advisors
Washington
$399K
RCM
4210
Richardson Capital Management
Wisconsin
$398K
VPWA
4211
Vestia Personal Wealth Advisors
Indiana
$398K
MLFP
4212
MPS Loria Financial Planners
Illinois
$397K
AP
4213
Aspect Partners
Virginia
$396K
AAS
4214
AdviceOne Advisory Services
Connecticut
$396K
CWA
4215
Clarus Wealth Advisors
Arizona
$396K
EW
4216
Enzi Wealth
Texas
$396K
BIA
4217
Barry Investment Advisors
Massachusetts
$395K
CA
4218
Crane Advisory
California
$394K
B
4219
Bellecapital
Switzerland
$394K
AWA
4220
Adapt Wealth Advisors
Georgia
$393K
M1FG
4221
Mach-1 Financial Group
Arkansas
$392K
IAS
4222
Integrity Advisory Solutions
Texas
$392K
CCM
4223
Colorado Capital Management
Colorado
$392K
GFG
4224
Grantvest Financial Group
New Jersey
$391K
NQWM
4225
Northwest Quadrant Wealth Management
Oregon
$391K