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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
TCCM
4401
Timber Creek Capital Management
Massachusetts
$300K
MWM
4402
Magnolia Wealth Management
Alabama
$299K
ACM
4403
Aurdan Capital Management
Pennsylvania
$299K
GAM
4404
GEM Asset Management
Michigan
$298K
FI
4405
FWG Investments
Kentucky
$298K
FRM
4406
Fox Run Management
Connecticut
$298K
CCMIC
4407
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$298K
SCA
4408
Sander Capital Advisors
Washington
$297K
WI
4409
Westbourne Investments
Virginia
$297K
KCM
4410
Kennedy Capital Management
Missouri
$296K
CQWA
4411
Chokshi & Queen Wealth Advisors
California
$295K
MFG
4412
Midwest Financial Group
Kansas
$293K
FS
4413
Ferguson Shapiro
Georgia
$292K
RPA
4414
Rock Point Advisors
Vermont
$292K
HSWS
4415
Higgins & Schmidt Wealth Strategies
Colorado
$292K
MAA
4416
Mraz Amerine & Associates
California
$291K
VW
4417
Veridan Wealth
Oregon
$290K
EWA
4418
Elevate Wealth Advisory
Georgia
$290K
CMMS
4419
Comprehensive Money Management Services
Florida
$289K
UI
4420
Unconventional Investor
New Hampshire
$289K
PWM
4421
PMG Wealth Management
Illinois
$287K
RIM
4422
Reliant Investment Management
Tennessee
$287K
HCRE
4423
Hoya Capital Real Estate
Connecticut
$287K
FLP
4424
Financial Life Planners
Arizona
$286K
AWM
4425
Act Wealth Management
Texas
$286K