JPM icon

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
W
4276
WPWealth
Texas
$362K
SCB
4277
Saudi Central Bank
Saudi Arabia
$362K
WPWM
4278
Western Pacific Wealth Management
Illinois
$362K
FWA
4279
FOCUS Wealth Advisors
Texas
$361K
JWM
4280
JDH Wealth Management
California
$360K
IWP
4281
IAG Wealth Partners
Wisconsin
$360K
SL
4282
SFM LLC
New Hampshire
$360K
HFF
4283
Halter Ferguson Financial
Indiana
$359K
AW
4284
Avion Wealth
Texas
$358K
AFO
4285
Arrowroot Family Office
California
$357K
SHIM
4286
Stone House Investment Management
Pennsylvania
$357K
OCFG
4287
O'Connor Financial Group
Illinois
$356K
IAA
4288
Ironsides Asset Advisors
North Carolina
$355K
AA
4289
ACT Advisors
North Carolina
$354K
SCP
4290
Stevens Capital Partners
Nebraska
$354K
HWA
4291
Hilltop Wealth Advisors
North Carolina
$354K
DI
4292
Disciplined Investments
Oklahoma
$353K
BA
4293
Bellwether Advisors
Nebraska
$353K
LAM
4294
Lountzis Asset Management
Pennsylvania
$352K
JSA
4295
Jim Saulnier & Associates
Colorado
$352K
OWM
4296
Orgel Wealth Management
Wisconsin
$352K
AAM
4297
Auxier Asset Management
Oregon
$352K
AFGAS
4298
Allegiance Financial Group Advisory Services
Virginia
$352K
SCM
4299
Stonehearth Capital Management
Massachusetts
$351K
LPFG
4300
Landing Point Financial Group
Ohio
$351K