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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
DR
876
Davis Rea
Ontario, Canada
$24.6M
WIC
877
Willis Investment Counsel
Georgia
$24.6M
WCM
878
Whitener Capital Management
North Carolina
$24.6M
AFCM
879
Applied Finance Capital Management
Puerto Rico
$24.6M
TFS
880
Thoroughbred Financial Services
Tennessee
$24.4M
SW
881
SteelPeak Wealth
California
$24.4M
LCM
882
Logan Capital Management
Pennsylvania
$24.4M
SW
883
SlateStone Wealth
Florida
$24.4M
JC
884
JB Capital
Connecticut
$24.3M
ELC
885
Edgar Lomax Company
Virginia
$24.2M
GIM
886
Generate Investment Management
New Zealand
$24.1M
MAS
887
Meeder Advisory Services
Ohio
$24.1M
CIA
888
CCM Investment Advisers
South Carolina
$24M
NO
889
Ninety One
South Africa
$24M
GWMR
890
GC Wealth Management RIA
Massachusetts
$23.9M
SWP
891
Sagespring Wealth Partners
Tennessee
$23.9M
VA
892
VestGen Advisors
Illinois
$23.9M
NAAA
893
New Age Alpha Advisors
New York
$23.9M
JAG
894
Journey Advisory Group
Kentucky
$23.9M
EWM
895
Empirical Wealth Management
Washington
$23.9M
CFO
896
Callan Family Office
Pennsylvania
$23.8M
RC
897
RBO & Co
California
$23.8M
UAS
898
United Asset Strategies
New York
$23.8M
FPAS
899
Focus Partners Advisor Solutions
Missouri
$23.8M
DF
900
DNCA Finance
France
$23.7M