JPM icon

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
WIC
1026
WealthBridge Investment Counsel
Alberta, Canada
$18.6M
TW
1027
Trajan Wealth
Arizona
$18.6M
PIM
1028
Plato Investment Management
Australia
$18.6M
FBB
1029
Fulton Breakefield Broenniman
Maryland
$18.5M
BWM
1030
Buckley Wealth Management
Nevada
$18.4M
FRA
1031
Frank Rimerman Advisors
California
$18.3M
NSEDCP
1032
NJ State Employees Deferred Compensation Plan
New Jersey
$18.3M
FP
1033
FFG Partners
Florida
$18.3M
DAC
1034
Dividend Assets Capital
South Carolina
$18.3M
TCM
1035
Traynor Capital Management
Pennsylvania
$18.3M
CCB
1036
Country Club Bank
Missouri
$18.3M
ET
1037
Equitable Trust
Tennessee
$18.3M
SDIC
1038
South Dakota Investment Council
South Dakota
$18.3M
TRCT
1039
Tower Research Capital (TRC)
New York
$18.3M
MCP
1040
Mirador Capital Partners
California
$18.1M
SFO
1041
Stenger Family Office
Illinois
$18.1M
JIC
1042
Joel Isaacson & Co
New York
$18.1M
IPW
1043
Invictus Private Wealth
Colorado
$18.1M
SA
1044
SRH Advisors
Kansas
$18M
NLP
1045
Next Level Private
New York
$18M
HCA
1046
Harbor Capital Advisors
Illinois
$18M
HBT
1047
Hills Bank & Trust
Iowa
$18M
LWANC
1048
Laurel Wealth Advisors (North Carolina)
North Carolina
$18M
HFS
1049
Haverford Financial Services
Pennsylvania
$18M
III
1050
Independent Investors Inc
New York
$17.9M