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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
CBOR
1076
Community Bank of Raymore
Missouri
$17.2M
CCS
1077
Concentric Capital Strategies
Connecticut
$17.1M
JFGIW
1078
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17M
LFM
1079
LGT Fund Management
Liechtenstein
$17M
LA
1080
Lynch & Associates
Indiana
$17M
MPM
1081
Meritage Portfolio Management
Kansas
$17M
VAS
1082
Vestmark Advisory Solutions
Massachusetts
$17M
FM
1083
Foster & Motley
Ohio
$17M
CCFCSB
1084
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M
VAS
1085
Valicenti Advisory Services
New York
$16.9M
SWA
1086
Stratos Wealth Advisors
Ohio
$16.8M
SMA
1087
Sage Mountain Advisors
Georgia
$16.8M
CM
1088
Castleark Management
Illinois
$16.8M
TFA
1089
Teamwork Financial Advisors
Texas
$16.8M
SIM
1090
Stratos Investment Management
Ohio
$16.8M
AWCI
1091
Alpine Woods Capital Investors
New York
$16.8M
ECM
1092
EagleClaw Capital Management
Massachusetts
$16.8M
CT
1093
Colonial Trust
South Carolina
$16.7M
CCP
1094
Clough Capital Partners
Massachusetts
$16.6M
PA
1095
PFG Advisors
Arizona
$16.6M
HIP
1096
Harrell Investment Partners
Texas
$16.6M
OL
1097
one8zero8 LLC
North Carolina
$16.6M
BWS
1098
Buck Wealth Strategies
Colorado
$16.6M
CB
1099
Cadence Bank
Mississippi
$16.6M
SIC
1100
Sigma Investment Counselors
Michigan
$16.6M