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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
WMN
4226
Wealth Management Nebraska
Nebraska
$390K
KLI
4227
Kelman-Lazarov Inc
Tennessee
$389K
PI
4228
Pachira Investments
California
$389K
CWA
4229
Cascade Wealth Advisors
Washington
$388K
CWMA
4230
Capstone Wealth Management (Alabama)
Alabama
$387K
JWS
4231
Juncture Wealth Strategies
Arizona
$387K
PCMK
4232
Paragon Capital Management (Kansas)
Kansas
$386K
FFP
4233
Freedom Financial Partners
Minnesota
$386K
PC
4234
Prairiewood Capital
North Dakota
$385K
ZAM
4235
Zevin Asset Management
Massachusetts
$385K
BFA
4236
Brown Financial Advisory
Alabama
$384K
AWP
4237
Astra Wealth Partners
New Jersey
$384K
LAS
4238
Lloyd Advisory Services
Georgia
$383K
VIM
4239
VELA Investment Management
Ohio
$383K
PSC
4240
Prentiss Smith & Co
Vermont
$383K
VR
4241
Valued Retirements
Texas
$382K
BBW
4242
Blue Barn Wealth
Utah
$382K
FCC
4243
Flower City Capital
New York
$382K
WN
4244
Williams & Novak
California
$378K
HI
4245
Human Investing
Oregon
$378K
HBS
4246
Howard Bailey Securities
Indiana
$377K
RRWA
4247
Rainey & Randall Wealth Advisors
Florida
$376K
CCM
4248
Cutler Capital Management
Massachusetts
$375K
PFO
4249
PMG Family Office
Texas
$374K
NHFG
4250
New Harbor Financial Group
Massachusetts
$374K