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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
TPCM
4326
Templeton & Phillips Capital Management
Tennessee
$336K
LSC
4327
Lesa Sroufe & Co
Washington
$335K
DA
4328
Dash Acquisitions
California
$335K
TCM
4329
TD Capital Management
Tennessee
$335K
SPAS
4330
Spectrum Planning & Advisory Services
California
$334K
AWM
4331
Alterna Wealth Management
Texas
$334K
LL
4332
LPWM LLC
Minnesota
$334K
PS
4333
Pinney & Scofield
Massachusetts
$334K
DWM
4334
Daner Wealth Management
Georgia
$334K
STFP
4335
Signal Tree Financial Partners
Ohio
$333K
QWM
4336
Quaker Wealth Management
New Jersey
$333K
MGAM
4337
McGowan Group Asset Management
Texas
$333K
CFM
4338
Comprehensive Financial Management
California
$332K
OWA
4339
ORBA Wealth Advisors
Illinois
$332K
CMTU
4340
Capital Markets Trading (UK)
United Kingdom
$331K
PA
4341
Prossimo Advisors
California
$331K
SFM
4342
Stack Financial Management
Montana
$330K
PSP
4343
Pacific Sage Partners
Washington
$330K
CCA
4344
Conservest Capital Advisors
Pennsylvania
$330K
CA
4345
Claris Advisors
Missouri
$327K
4WM
4346
4J Wealth Management
Virginia
$327K
HA
4347
HFG Advisors
Ohio
$326K
ARG
4348
Advisory Resource Group
Oklahoma
$326K
PIA
4349
Panoramic Investment Advisors
Colorado
$325K
CCM
4350
Cloud Capital Management
Washington
$325K