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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
Temasek Holdings
1126
Temasek Holdings
Singapore
$15.7M
BAM
1127
Boyar Asset Management
New York
$15.7M
CWS
1128
Confluence Wealth Services
Pennsylvania
$15.7M
DS
1129
DRW Securities
Illinois
$15.6M
MWM
1130
Marietta Wealth Management
Georgia
$15.6M
CM
1131
Cercano Management
Washington
$15.6M
KLCM
1132
KG&L Capital Management
Louisiana
$15.6M
WSC
1133
Wellington Shields & Co
New York
$15.6M
FHA
1134
Flagship Harbor Advisors
Massachusetts
$15.6M
OPW
1135
Osprey Private Wealth
New York
$15.4M
IA
1136
IFP Advisors
Florida
$15.4M
BIM
1137
Baldwin Investment Management
Pennsylvania
$15.4M
BTI
1138
Blue Trust Inc
Georgia
$15.3M
PCG
1139
Prosperity Consulting Group
Maryland
$15.3M
SAM
1140
Smartleaf Asset Management
Massachusetts
$15.3M
SFO
1141
Stokes Family Office
Louisiana
$15.3M
EFG
1142
Embree Financial Group
Illinois
$15.3M
SCP
1143
Shorepoint Capital Partners
Massachusetts
$15.3M
ACM
1144
Adalta Capital Management
New York
$15.2M
TCM
1145
Twin Capital Management
Pennsylvania
$15.2M
SFP
1146
Shepherd Financial Partners
Massachusetts
$15.2M
GIC
1147
Generali Investments CEE
Czech Republic
$15.2M
FCT
1148
Family Capital Trust
Massachusetts
$15.1M
Artisan Partners
1149
Artisan Partners
Wisconsin
$15.1M
LIP
1150
Lighthouse Investment Partners
Florida
$15.1M