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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
SWM
926
Stockman Wealth Management
Montana
$22.5M
AFG
927
Atomi Financial Group
New York
$22.4M
MIA
928
MainStreet Investment Advisors
Illinois
$22.3M
CB
929
Community Bank
New York
$22.3M
RCYC
930
Richard C. Young & Co
Rhode Island
$22.2M
DCA
931
DSG Capital Advisors
Minnesota
$22.2M
MWM
932
Mission Wealth Management
California
$22.1M
AIA
933
Allied Investment Advisors
Montana
$22.1M
GI
934
GLOBALT Investments
Georgia
$22.1M
CDDEC
935
Caisse Des Depots Et Consignations
France
$22.1M
WSCM
936
Wellington Shields Capital Management
New York
$22.1M
TF
937
Tompkins Financial
New York
$22M
HCM
938
Hollencrest Capital Management
California
$22M
NC
939
NewSquare Capital
Pennsylvania
$21.8M
VWM
940
Venturi Wealth Management
Texas
$21.8M
NGA
941
Naples Global Advisors
Florida
$21.7M
SFS
942
Sowell Financial Services
Arkansas
$21.7M
GG
943
Greenwood Gearhart
Arkansas
$21.6M
LWCFA
944
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.6M
WC
945
Woodstock Corp
Massachusetts
$21.5M
LWIC
946
Leith Wheeler Investment Counsel
British Columbia, Canada
$21.5M
HT
947
Heritage Trust
Oklahoma
$21.5M
EI
948
Ethic Inc
New York
$21.4M
CT
949
Caldwell Trust
Florida
$21.3M
FTC
950
Farmers Trust Company
Ohio
$21.3M