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
GJIA
4376
Glass Jacobson Investment Advisors
Maryland
$309K
EIA
4377
Eastover Investment Advisors
North Carolina
$309K
CIC
4378
Chase Investment Counsel
Virginia
$309K
MW
4379
Members Wealth
Pennsylvania
$309K
RI
4380
Rinkey Investments
California
$308K
SFG
4381
Synergy Financial Group
California
$308K
CMP
4382
Coston McIsaac & Partners
Maine
$308K
WH
4383
Whitcomb & Hess
Ohio
$308K
SIM
4384
Sims Investment Management
Ohio
$308K
SWM
4385
Seed Wealth Management
Illinois
$307K
FFW
4386
Fusion Family Wealth
New York
$307K
SWM
4387
Stonebridge Wealth Management
Illinois
$306K
IWB
4388
Innovative Wealth Building
Maryland
$306K
KFG
4389
Kropog Financial Group
Louisiana
$305K
KA
4390
Kure Advisory
Minnesota
$304K
NLWP
4391
Next Level Wealth Planning
Idaho
$304K
BBNB
4392
Baker Boyer National Bank
Washington
$304K
RWM
4393
Rialto Wealth Management
New York
$304K
DQRIM
4394
Dale Q Rice Investment Management
Washington
$303K
AC
4395
Avant Capital
Louisiana
$303K
PWA
4396
Prairie Wealth Advisors
Nebraska
$303K
MIM
4397
Macroview Investment Management
Maryland
$302K
NA
4398
Note Advisors
New York
$302K
CI
4399
Carroll Investors
South Carolina
$301K
CCM
4400
Check Capital Management
California
$301K