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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
UFPG
4351
United Financial Planning Group
New York
$325K
AAM
4352
Austin Asset Management
Texas
$324K
BWA
4353
BlueChip Wealth Advisors
Georgia
$322K
LAMC
4354
Longview Asset Management (California)
California
$320K
CCAL
4355
City Center Advisors LLC
Michigan
$320K
MA
4356
MAS Advisors
Florida
$320K
W
4357
WorthPointe
California
$320K
EPAM
4358
Evelyn Partners Asset Management
$320K
FGG
4359
Financial Guidance Group
Florida
$319K
SMF
4360
Sterling Manor Financial
New York
$319K
BWM
4361
Brickley Wealth Management
California
$319K
AWM
4362
Austin Wealth Management
Texas
$318K
SF
4363
SWP Financial
California
$318K
FM
4364
Freemont Management
Switzerland
$315K
WOSD
4365
WFA of San Diego
California
$315K
CA
4366
Cumberland Advisors
Florida
$315K
MCG
4367
McCollum Christoferson Group
New York
$315K
SWM
4368
StoneCrest Wealth Management
Arizona
$314K
MA
4369
McGrath & Associates
North Carolina
$314K
FWSM
4370
First Wilshire Securities Management
California
$313K
MCIA
4371
Mountain Capital Investment Advisors
Colorado
$312K
PP
4372
PFS Partners
New Jersey
$312K
HWM
4373
HRC Wealth Management
Idaho
$311K
W
4374
WealthCollab
Washington
$311K
BCAM
4375
Boston Common Asset Management
Massachusetts
$310K