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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
IWA
4501
Integrity Wealth Advisors
California
$248K
BWM
4502
BAM Wealth Management
Colorado
$248K
CFSG
4503
Clark Financial Services Group
Missouri
$247K
OWM
4504
Opes Wealth Management
California
$246K
PAM
4505
PVG Asset Management
Colorado
$246K
SSIM
4506
Sheets Smith Investment Management
Texas
$246K
SWA
4507
Sightline Wealth Advisors
Connecticut
$246K
MGWA
4508
Monument Group Wealth Advisors
Massachusetts
$246K
OFP
4509
OFC Financial Planning
New Jersey
$245K
EMB
4510
Elefante Mark B
$244K
WWA
4511
Wingate Wealth Advisors
Massachusetts
$243K
NPAN
4512
Northeast Planning Associates NH
New Hampshire
$243K
PC
4513
Promus Capital
Illinois
$242K
DJYG
4514
David J. Yvars Group
Florida
$242K
EI
4515
eCIO Inc
Wisconsin
$242K
TSMHT
4516
Thurston Springer Miller Herd & Titak
Indiana
$242K
WA
4517
WPG Advisers
Maryland
$240K
TCM
4518
Tran Capital Management
California
$238K
NBWM
4519
North Berkeley Wealth Management
California
$238K
CISOA
4520
Capital Investment Services of America
Wisconsin
$237K
CEI
4521
Clark Estates Inc
New York
$237K
OWCM
4522
One Wealth Capital Management
Arizona
$236K
PIA
4523
Petredis Investment Advisors
Pennsylvania
$236K
BFP
4524
Briaud Financial Planning
Texas
$236K
MFA
4525
Millington Financial Advisors
Illinois
$235K