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
SIA
4576
Spectrum Investment Advisors
Wisconsin
$213K
ACM
4577
Andina Capital Management
Utah
$213K
SP
4578
Sequent Planning
Nebraska
$213K
TBC
4579
Ted Buchan & Co
California
$213K
GWM
4580
Greenhouse Wealth Management
Connecticut
$213K
B
4581
BetterWealth
California
$213K
BC
4582
Brio Consultants
California
$212K
TR
4583
Tepp RIA
New Jersey
$212K
GCM
4584
Generation Capital Management
New York
$212K
GWMI
4585
Guardian Wealth Management (Illinois)
Illinois
$212K
SFP
4586
Strategic Financial Partners
Oregon
$211K
CCM
4587
Carderock Capital Management
Maryland
$211K
KRW
4588
Kaufman Rossin Wealth
Florida
$210K
CA
4589
CV Advisors
Florida
$209K
VFIC
4590
Valley Forge Investment Consultants
Pennsylvania
$209K
SG
4591
Somerset Group
Minnesota
$208K
PM
4592
Penbrook Management
New York
$208K
CP
4593
Clarendon Private
Massachusetts
$208K
PF
4594
Penney Financial
Texas
$208K
BFP
4595
Beacon Financial Planning
Massachusetts
$207K
MAV
4596
Mason & Associates (Virginia)
Virginia
$207K
CCMI
4597
Creative Capital Management Investments
California
$207K
CIM
4598
Corbyn Investment Management
Maryland
$207K
SS
4599
Sound Stewardship
Kansas
$207K
CIS
4600
Continental Investors Services
Washington
$205K