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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
RWA
951
River Wealth Advisors
Pennsylvania
$21.3M
PI
952
PFG Investments
New York
$21.3M
Parallax Volatility Advisers
953
Parallax Volatility Advisers
California
$21.3M
SCM
954
Sterling Capital Management
North Carolina
$21.2M
BOC
955
Barbara Oil Co
Illinois
$21.1M
IWM
956
IHT Wealth Management
Illinois
$21.1M
AC
957
AlphaCore Capital
California
$21M
SAM
958
Strategy Asset Managers
California
$21M
OCM
959
One Capital Management
California
$21M
TCM
960
Telos Capital Management
California
$20.9M
DWA
961
Douglass Winthrop Advisors
New York
$20.9M
1SB
962
1ST Source Bank
Indiana
$20.8M
ANTB
963
AMG National Trust Bank
Colorado
$20.8M
PMAM
964
Picton Mahoney Asset Management
Ontario, Canada
$20.8M
GAM
965
Griffin Asset Management
New York
$20.8M
FMWA
966
Forvis Mazars Wealth Advisors
Missouri
$20.7M
PF
967
Phoenix Financial
Israel
$20.7M
OCBCO
968
Oversea-Chinese Banking Corp (OCBC)
Singapore
$20.7M
BRWA
969
B. Riley Wealth Advisors
Florida
$20.6M
CAM
970
Close Asset Management
United Kingdom
$20.6M
GIP
971
Granite Investment Partners
California
$20.6M
IA
972
Intellus Advisors
Florida
$20.6M
GIM
973
Goelzer Investment Management
Indiana
$20.5M
IAN
974
Integrated Advisors Network
Texas
$20.5M
FCP
975
Fidelis Capital Partners
Florida
$20.5M