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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
HAP
4701
Harbor Asset Planning
Massachusetts
$28.7K
ATC
4702
Advantage Trust Company
Kansas
$28.4K
WW
4703
Winnow Wealth
Texas
$28.1K
HIA
4704
HFM Investment Advisors
New Jersey
$27.4K
FG
4705
Fairman Group
Pennsylvania
$24.5K
PIS
4706
POM Investment Strategies
North Carolina
$24K
AIP
4707
Alexis Investment Partners
Texas
$22.4K
JFG
4708
JDM Financial Group
Texas
$20.5K
CFS
4709
Compass Financial Services
Iowa
$17.3K
PS
4710
PayPay Securities
Japan
$17K
CWM
4711
Cedar Wealth Management
California
$16.1K
MDA
4712
Minot DeBlois Advisors
Massachusetts
$15.8K
LFA
4713
LGT Financial Advisors
Texas
$14.2K
T
4714
Transce3nd
Texas
$12.7K
CJ
4715
Caitlin John
Michigan
$12.4K
FF
4716
Friedenthal Financial
New Jersey
$10.4K
KHC
4717
Koesten Hirschmann & Crabtree
Kansas
$9.72K
EFMH
4718
E Fund Management (HK)
Hong Kong
$8.2K
TIAAOA
4719
Teachers Insurance & Annuity Association of America
New York
$6.94K
BAM
4720
BLKBRD Asset Management
Connecticut
$5.68K
FS
4721
Financially Speaking
Colorado
$4.73K
SIP
4722
Sellwood Investment Partners
Oregon
$4.1K
IA
4723
IFS Advisors
Kansas
$3.56K
BGWM
4724
Bridge Generations Wealth Management
Florida
$1.26K
RJA
4725
Ross\Johnson & Associates
Minnesota
$631