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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
EAMA
1101
EFG Asset Management (Americas)
Florida
$16.5M
SWP
1102
Strategic Wealth Partners
Ohio
$16.5M
HH
1103
HWG Holdings
Texas
$16.5M
MC
1104
Miramar Capital
Illinois
$16.5M
SG
1105
StoneX Group
New York
$16.4M
LOPW
1106
Live Oak Private Wealth
North Carolina
$16.4M
WPP
1107
Whalerock Point Partners
Rhode Island
$16.3M
APP
1108
Avantax Planning Partners
Iowa
$16.3M
BHPW
1109
Beverly Hills Private Wealth
California
$16.1M
TCA
1110
Transcend Capital Advisors
New Jersey
$16M
PA
1111
Procyon Advisors
Connecticut
$16M
GC
1112
Giverny Capital
Quebec, Canada
$16M
PP
1113
PDS Planning
Ohio
$16M
CBTWT
1114
Community Bank & Trust (Waco, Texas)
Texas
$16M
CAL
1115
Capital Analysts LLC
Pennsylvania
$16M
PWS
1116
Peterson Wealth Services
Utah
$16M
HRC
1117
Hoertkorn Richard Charles
$15.9M
IPW
1118
Inlet Private Wealth
Florida
$15.9M
NSLI
1119
Nan Shan Life Insurance
Taiwan
$15.9M
CF
1120
Centaurus Financial
California
$15.9M
RWM
1121
Rench Wealth Management
Texas
$15.9M
WFMPM
1122
Woodley Farra Manion Portfolio Management
Indiana
$15.9M
AWP
1123
Ascent Wealth Partners
New York
$15.8M
M2MC
1124
Matthew 25 Management Corp
Pennsylvania
$15.8M
YIA
1125
YHB Investment Advisors
Connecticut
$15.8M