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
T
4526
Tidemark
California
$235K
HPA
4527
High Probability Advisors
New York
$234K
SIM
4528
Synergy Investment Management
Florida
$234K
FPTW
4529
Franklin, Parlapiano, Turner & Welch
Texas
$234K
ACA
4530
Aspire Capital Advisors
Washington
$233K
GCM
4531
Gator Capital Management
Florida
$233K
CCM
4532
Chaney Capital Management
Washington
$233K
RC
4533
Rahlfs Capital
Texas
$233K
AWP
4534
Accretive Wealth Partners
New Jersey
$232K
PFA
4535
Providence Financial Advisors
Kansas
$231K
NWM
4536
Navigoe Wealth Management
California
$229K
GBA
4537
Garrison Bradford & Associates
New York
$229K
CPW
4538
Crestmont Private Wealth
Texas
$228K
BSC
4539
BRIGHTON SECURITIES CORP.
New York
$228K
PFM
4540
Peak Financial Management
Massachusetts
$228K
GPW
4541
Gray Private Wealth
Massachusetts
$227K
SB
4542
Semitam Bonam
New York
$226K
FH
4543
Financial Harvest
Florida
$225K
SFA
4544
Seneca Financial Advisors
New York
$225K
TSW
4545
Three Seasons Wealth
Utah
$225K
AWMNY
4546
Arcadia Wealth Management (New York)
New York
$224K
WAM
4547
WFA Asset Management
Wisconsin
$223K
CWA
4548
Cornerstone Wealth Advisors
Minnesota
$223K
FCMC
4549
Founders Capital Management (Connecticut)
Connecticut
$223K
MFS
4550
Miller Financial Services
Michigan
$223K