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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
VCM
826
Voleon Capital Management
California
$26.8M
TPCW
827
TD Private Client Wealth
New York
$26.8M
EIP
828
Easterly Investment Partners
Massachusetts
$26.8M
VCA
829
Verdence Capital Advisors
Maryland
$26.8M
WS
830
Wedbush Securities
California
$26.8M
M
831
MOTCO
Texas
$26.7M
WCMN
832
Westchester Capital Management (Nebraska)
Nebraska
$26.6M
FFM
833
Forum Financial Management
Illinois
$26.5M
NRC
834
New Republic Capital
North Carolina
$26.5M
USCWA
835
U.S. Capital Wealth Advisors
Texas
$26.5M
CPIG
836
Chicago Partners Investment Group
Illinois
$26.5M
MA
837
Montag & Associates
Georgia
$26.2M
ACP
838
Aviance Capital Partners
Florida
$26.2M
MYAM
839
Meiji Yasuda Asset Management
Japan
$26.2M
KOCAA
840
Knights of Columbus Asset Advisors
Connecticut
$26.1M
SFI
841
Siemens Fonds Invest
Germany
$26M
AF
842
Alerus Financial
North Dakota
$25.9M
BIA
843
Biondo Investment Advisors
Pennsylvania
$25.9M
RDWM
844
Red Door Wealth Management
Tennessee
$25.8M
JSSH
845
J. Safra Sarasin Holding
$25.8M
DAS
846
Dynamic Advisor Solutions
Arizona
$25.8M
FMC
847
First Merchants Corp
Indiana
$25.6M
AG
848
Ascent Group
Virginia
$25.6M
CA
849
Cullinan Associates
Kentucky
$25.6M
CC
850
Courier Capital
New York
$25.5M