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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
HSWM
4251
Hubbell Strickland Wealth Management
Louisiana
$374K
VI
4252
VanderPol Investments
Michigan
$373K
PWS
4253
Precision Wealth Strategies
Missouri
$372K
FAC
4254
Financial Advisory Corporation
Michigan
$372K
BA
4255
Ballew Advisors
Mississippi
$371K
SAM
4256
Satovsky Asset Management
New York
$370K
MSWA
4257
Marshall & Sterling Wealth Advisors
New York
$370K
SA
4258
Sicart Associates
New York
$370K
QCIG
4259
Quad-Cities Investment Group
Iowa
$369K
CSIA
4260
Conrad Siegel Investment Advisors
Pennsylvania
$369K
AAS
4261
Asset Allocation Strategies
Michigan
$369K
AC
4262
AIFG Consultants
New York
$368K
TIA
4263
Tandem Investment Advisors
South Carolina
$368K
CWMS
4264
Cannon Wealth Management Services
North Carolina
$368K
LWA
4265
LifeGoal Wealth Advisors
New York
$367K
BPW
4266
BLVD Private Wealth
Kentucky
$367K
AWA
4267
Alaska Wealth Advisors
Alaska
$367K
TPF
4268
Tribridge Partners Financial
Maryland
$366K
WFP
4269
Wrenne Financial Planning
Kentucky
$366K
SWP
4270
Significant Wealth Partners
Illinois
$365K
O3W
4271
Omni 360 Wealth
New Jersey
$364K
VMMC
4272
V.M. Manning & Co
South Carolina
$363K
VAM
4273
Verity Asset Management
North Carolina
$363K
IUHSA
4274
Itau Unibanco Holding S.A.
Brazil
$362K
WFA
4275
Websterrogers Financial Advisors
South Carolina
$362K