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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
TWM
4601
Trinity Wealth Management
Pennsylvania
$204K
MWP
4602
Meredith Wealth Planning
Illinois
$204K
MF
4603
Manuka Financial
Virginia
$204K
RCA
4604
Runnymede Capital Advisors
Ohio
$203K
WCP
4605
Welch Capital Partners
New York
$203K
CCM
4606
Collar Capital Management
Wisconsin
$202K
EA
4607
Evolution Advisers
Virginia
$202K
WAOTB
4608
Wealth Advisors of Tampa Bay
Florida
$202K
TGIA
4609
Torrey Growth & Income Advisors
California
$201K
FF
4610
Financial Futures
New Jersey
$200K
MAM
4611
Marquette Asset Management
Minnesota
$200K
MFG
4612
Mendota Financial Group
Wisconsin
$199K
BHWM
4613
Bay Harbor Wealth Management
Maryland
$197K
DF
4614
DecisionPoint Financial
Arizona
$197K
SRCM
4615
Signature Resources Capital Management
California
$193K
BCM
4616
Basso Capital Management
Connecticut
$191K
VCMGDR
4617
Vinland Capital Management Gestora de Recursos
Brazil
$188K
SAS
4618
Stelac Advisory Services
New York
$187K
HHMI
4619
Howard Hughes Medical Institute
Maryland
$186K
MAM
4620
Meeder Asset Management
Ohio
$184K
SVWA
4621
Sarver Vrooman Wealth Advisors
Missouri
$183K
SFO
4622
Standard Family Office
South Dakota
$182K
FNWA
4623
Financial Network Wealth Advisors
Utah
$181K
T
4624
TOBAM
France
$181K
SAM
4625
Sherman Asset Management
California
$180K