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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
NECFA
4676
New England Capital Financial Advisors
Connecticut
$63.5K
LWA
4677
Lowe Wealth Advisors
Maryland
$63.4K
BMC
4678
Bear Mountain Capital
Washington
$61.8K
CF
4679
Collier Financial
Colorado
$60K
PA
4680
Pineridge Advisors
Missouri
$58.1K
CG
4681
Curat Global
New Hampshire
$56.8K
MCA
4682
Midwest Capital Advisors
Michigan
$56.8K
WCM
4683
Westend Capital Management
California
$52K
ICCON
4684
Investment Counsel Company of Nevada
Nevada
$49.8K
SC
4685
Swan Capital
Florida
$47.5K
CWA
4686
Carolina Wealth Advisors
South Carolina
$47K
TFG
4687
Team Financial Group
California
$46.6K
MBFW
4688
Morton Brown Family Wealth
Pennsylvania
$42.9K
PMIM
4689
Prudent Man Investment Management
Colorado
$42.7K
BIM
4690
Breakwater Investment Management
Washington
$41.3K
HWM
4691
Horizons Wealth Management
North Carolina
$39.4K
CIR
4692
Clear Investment Research
Georgia
$38.8K
RPA
4693
Redwood Park Advisors
California
$38K
MAFA
4694
MJT & Associates Financial Advisory
Minnesota
$36K
MAS
4695
MPWM Advisory Solutions
Georgia
$35K
TPBG
4696
Turning Point Benefit Group
Maryland
$34.8K
FLFS
4697
Family Legacy Financial Solutions
North Carolina
$32.8K
1L
4698
10Elms LLP
Oklahoma
$31.5K
MHIP
4699
Mountain Hill Investment Partners
New Jersey
$31.5K
GAG
4700
Goodman Advisory Group
Massachusetts
$29.3K