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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
S
851
SignatureFD
Georgia
$25.5M
WIC
852
Woodmont Investment Counsel
Tennessee
$25.4M
OHIS
853
Oak Harvest Investment Services
Texas
$25.4M
MSA
854
MUFG Securities Americas
New York
$25.3M
AP
855
Archon Partners
New Jersey
$25.2M
GAI
856
General American Investors
New York
$25.2M
BWP
857
Barlow Wealth Partners
Kentucky
$25.2M
KWMG
858
King Wealth Management Group
Florida
$25.2M
PAM
859
Peak Asset Management
Colorado
$25.2M
FNFDCM
860
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$25.1M
OBAM
861
ODDO BHF Asset Management
France
$25.1M
VT
862
Vise Technologies
New York
$25.1M
JWBC
863
J.W. Burns & Co
New York
$25.1M
SHGA
864
Sand Hill Global Advisors
California
$25.1M
JWM
865
JGP Wealth Management
Oregon
$25.1M
LNB
866
Ledyard National Bank
$25.1M
NCM
867
Novare Capital Management
North Carolina
$25M
BBI
868
Baxter Bros Inc
Connecticut
$25M
GIA
869
Gladstone Institutional Advisory
Florida
$25M
WF
870
WoodTrust Financial
Wisconsin
$24.9M
PAM
871
Palisade Asset Management
Minnesota
$24.7M
BCM
872
BTC Capital Management
Iowa
$24.7M
BHWM
873
Bar Harbor Wealth Management
New Hampshire
$24.7M
NSAM
874
North Star Asset Management
Wisconsin
$24.7M
CWM
875
Calamos Wealth Management
Illinois
$24.6M