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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
RIG
4551
Renaissance Investment Group
Massachusetts
$223K
SCA
4552
Stuart Chaussee & Associates
California
$222K
PFA
4553
Pettinga Financial Advisors
Indiana
$222K
TWM
4554
TSA Wealth Management
Texas
$221K
PD
4555
Planning Directions
Pennsylvania
$221K
FAM
4556
Forte Asset Management
New York
$221K
VFG
4557
V2 Financial group
Illinois
$221K
VWA
4558
Valued Wealth Advisors
Utah
$220K
LAM
4559
Lingohr Asset Management
Germany
$220K
PFA
4560
Peak Financial Advisors
Colorado
$219K
AAMC
4561
Asset Allocation & Management Company
Illinois
$219K
FTA
4562
Financial & Tax Architects
Missouri
$219K
ODFS
4563
O'Donnell Financial Services
California
$219K
HOWA
4564
Heritage Oak Wealth Advisors
Florida
$219K
FWWM
4565
Fiscal Wisdom Wealth Management
Connecticut
$219K
BWG
4566
Beta Wealth Group
California
$217K
SWM
4567
SK Wealth Management
Rhode Island
$217K
FHWM
4568
Fox Hill Wealth Management
Massachusetts
$217K
RW
4569
REDW Wealth
New Mexico
$217K
CIM
4570
Confluence Investment Management
Missouri
$216K
TF
4571
TME Financial
California
$216K
PWA
4572
Primoris Wealth Advisors
Florida
$215K
GF
4573
Goodman Financial
Texas
$215K
BIS
4574
BG Investment Services
Guam
$215K
AFWM
4575
Abich Financial Wealth Management
Virginia
$214K