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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
NAS
976
Nicolet Advisory Services
Wisconsin
$20.4M
MIC
977
Means Investment Company
Maine
$20.4M
ISB
978
Iowa State Bank
Iowa
$20.3M
PWW
979
Pettyjohn Wood & White
Virginia
$20.3M
JAM
980
JCIC Asset Management
Ontario, Canada
$20.2M
EFS
981
Essex Financial Services
Connecticut
$20.2M
PGAM
982
Princeton Global Asset Management
New Jersey
$20.2M
SVWAG
983
Sound View Wealth Advisors Group
Georgia
$20.2M
CCM
984
Copeland Capital Management
Pennsylvania
$20.2M
MIM
985
Morningstar Investment Management
Illinois
$20.2M
BG
986
BDF Gestion
France
$20.2M
BJL
987
Brighton Jones LLC
Washington
$20.1M
BPAMU
988
BTG Pactual Asset Management US
New York
$20M
BONST
989
Bank of Nova Scotia Trust
Ontario, Canada
$20M
WAM
990
Winslow Asset Management
Ohio
$20M
KFGK
991
Keystone Financial Group (Kentucky)
Kentucky
$19.9M
ABTD
992
Arvest Bank Trust Division
Oklahoma
$19.8M
TCWA
993
Turtle Creek Wealth Advisors
Texas
$19.8M
AAP
994
Arax Advisory Partners
Colorado
$19.7M
RC
995
Roundview Capital
New Jersey
$19.7M
SIC
996
SFE Investment Counsel
California
$19.7M
ST
997
Spinnaker Trust
Maine
$19.6M
FA
998
Fagan Associates
New York
$19.6M
BWP
999
Burling Wealth Partners
Illinois
$19.6M
WPI
1000
Walter Public Investments
Canada
$19.5M