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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
TCOK
4426
Trust Company of Kansas
Kansas
$284K
TF
4427
Theory Financial
Colorado
$283K
AFG
4428
Altiora Financial Group
Ohio
$282K
EC
4429
EntryPoint Capital
New York
$282K
WCM
4430
WealthTrak Capital Management
Virginia
$282K
AWM
4431
Adams Wealth Management
Utah
$282K
CI
4432
CacheTech Inc
Utah
$282K
EFN
4433
Equita Financial Network
Pennsylvania
$281K
OFG
4434
Opulen Financial Group
Virginia
$280K
AC
4435
Armistice Capital
New York
$280K
WIP
4436
WealthCare Investment Partners
Rhode Island
$280K
GK
4437
Graney & King
New York
$280K
UW
4438
Unique Wealth
Florida
$280K
IP
4439
Integras Partners
Georgia
$279K
CP
4440
Capital Planning
Washington
$279K
FNWM
4441
Financial Network Wealth Management
Utah
$277K
PWA
4442
Principia Wealth Advisory
Texas
$277K
GCM
4443
Gallacher Capital Management
Colorado
$277K
HC
4444
Headland Capital
South Carolina
$276K
BWG
4445
Balanced Wealth Group
Ohio
$275K
ES
4446
ETF Store
Kansas
$274K
Q1WB
4447
Quest 10 Wealth Builders
Virginia
$273K
LFA
4448
Legend Financial Advisors
Pennsylvania
$272K
GVCM
4449
Global View Capital Management
Wisconsin
$272K
DK
4450
David Kennon
Florida
$272K