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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
WWA
4301
Wealth Watch Advisors
Colorado
$350K
CFP
4302
Curran Financial Partners
South Carolina
$349K
JWM
4303
Jackson Wealth Management
Florida
$349K
WF
4304
Warner Financial
Maryland
$349K
FA
4305
Fermata Advisors
California
$349K
JWM
4306
JFG Wealth Management
Colorado
$347K
UWM
4307
USAdvisors Wealth Management
Minnesota
$347K
TFA
4308
TPG Financial Advisors
Oregon
$347K
MPW
4309
MA Private Wealth
California
$347K
EP
4310
Ehrenkranz Partners
New York
$347K
FSWA
4311
Financial Synergies Wealth Advisors
Texas
$347K
PRRFG
4312
Paul R. Ried Financial Group
Washington
$345K
NA
4313
Nautilus Advisors
California
$345K
AFS
4314
AFG Fiduciary Services
Massachusetts
$345K
BAS
4315
Brueske Advisory Services
Washington
$345K
MFA
4316
McClarren Financial Advisors
Pennsylvania
$345K
PWM
4317
Parkshore Wealth Management
California
$344K
CC
4318
Capstone Capital
Nevada
$344K
NERM
4319
New England Research & Management
Illinois
$344K
I
4320
IMPACTfolio
Colorado
$344K
SA
4321
Skyline Advisors
Washington
$343K
NOI
4322
Newton One Investments
Delaware
$341K
BIM
4323
Bullseye Investment Management
Ohio
$341K
RWS
4324
Rochester Wealth Strategies
Michigan
$340K
EP
4325
EPIQ Partners
Minnesota
$337K