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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
BFS
4451
Beacon Financial Strategies
North Carolina
$271K
LAM
4452
Lummis Asset Management
Texas
$271K
TCFP
4453
Treasure Coast Financial Planning
Florida
$269K
LWM
4454
Luminvest Wealth Management
Arizona
$269K
PFC
4455
Phocas Financial Corp
California
$268K
HAFS
4456
Hapanowicz & Associates Financial Services
Pennsylvania
$268K
FA
4457
Fortis Advisors
Pennsylvania
$268K
BF
4458
Bonfire Financial
Colorado
$267K
NJBEST
4459
New Jersey Better Educational Savings Trust
New Jersey
$267K
NCG
4460
Newport Capital Group
New Jersey
$267K
AI
4461
Auour Investments
Massachusetts
$266K
BCWM
4462
Ball & Co Wealth Management
Tennessee
$266K
ECAM
4463
East Coast Asset Management
Massachusetts
$266K
MSFP
4464
Mark Sheptoff Financial Planning
Connecticut
$266K
LKIM
4465
Lawson Kroeker Investment Management
Nebraska
$266K
MJP
4466
Michael J. Puzo
$265K
LWA
4467
Lifelong Wealth Advisors
Minnesota
$264K
BWA
4468
BCU Wealth Advisors
Illinois
$264K
AWA
4469
Archvest Wealth Advisors
California
$263K
FWM
4470
Fonville Wealth Management
Virginia
$262K
SWA
4471
ShankerValleau Wealth Advisors
Illinois
$262K
BT
4472
Brandywine Trust
Delaware
$262K
ACM
4473
Alamar Capital Management
California
$262K
IFA
4474
Independence Financial Advisors
New Hampshire
$261K
PCWA
4475
Pacific Capital Wealth Advisors
California
$261K