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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
APW
4626
Acima Private Wealth
Virginia
$179K
CWM
4627
Copia Wealth Management
Oregon
$179K
WFA
4628
West Financial Advisors
Iowa
$179K
HHGA
4629
Halbert Hargrove Global Advisors
California
$174K
HCM
4630
Horrell Capital Management
Arkansas
$173K
TWD
4631
True Wealth Design
Ohio
$166K
AAG
4632
Accordant Advisory Group
Maryland
$158K
MFT
4633
Moisand Fitzgerald Tamayo
Florida
$156K
DCM
4634
Davis Capital Management
Florida
$156K
VWWMG
4635
Vermillion & White Wealth Management Group
Pennsylvania
$147K
ICM
4636
Islay Capital Management
Texas
$147K
FGAM
4637
Financial Gravity Asset Management
Texas
$145K
MWA
4638
Miller Wealth Advisors
Colorado
$136K
PPA
4639
Painted Porch Advisors
California
$136K
MSG
4640
Main Street Group
Virginia
$135K
IWM
4641
Inlight Wealth Management
Georgia
$135K
RTL
4642
Red Tortoise LLC
Georgia
$130K
PP
4643
Pingora Partners
Wyoming
$125K
LWMI
4644
Legacy Wealth Management (Idaho)
Idaho
$122K
DPW
4645
DiNuzzo Private Wealth
Pennsylvania
$122K
CW
4646
Curio Wealth
Maryland
$120K
KG
4647
Kilter Group
New York
$117K
EWM
4648
Evolution Wealth Management
Florida
$116K
BFS
4649
Bare Financial Services
Pennsylvania
$113K
FCG
4650
Financial Connections Group
California
$108K