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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
CIC
1151
Cutler Investment Counsel
Oregon
$15.1M
BAM
1152
Brave Asset Management
New Jersey
$15.1M
ACGA
1153
Atlanta Consulting Group Advisors
Georgia
$15M
PVI
1154
Pine Valley Investments
New Jersey
$15M
AAS
1155
Annex Advisory Services
Wisconsin
$14.9M
SCA
1156
Stokes Capital Advisors
South Carolina
$14.8M
CAC
1157
Core Alternative Capital
Georgia
$14.8M
CF
1158
Clarity Financial
Texas
$14.8M
BBL
1159
Beck Bode LLC
Massachusetts
$14.7M
PFA
1160
Pure Financial Advisors
California
$14.7M
JIP
1161
Jaffetilchin Investment Partners
Florida
$14.7M
CCC
1162
Cincinnati Casualty Company
Ohio
$14.7M
CSUI
1163
Cincinnati Specialty Underwriters Insurance
Ohio
$14.7M
BAM
1164
Belpointe Asset Management
Nevada
$14.7M
DSC
1165
Duncker Streett & Co
Missouri
$14.5M
AA
1166
Altrafin AG
$14.5M
CFSG
1167
Community Financial Services Group
Vermont
$14.5M
BFO
1168
Boston Family Office
Massachusetts
$14.5M
PTB
1169
Pioneer Trust Bank
Oregon
$14.5M
MAM
1170
Mystic Asset Management
Rhode Island
$14.4M
PAIM
1171
Punch & Associates Investment Management
Minnesota
$14.4M
CCM
1172
Canal Capital Management
Virginia
$14.4M
BPC
1173
Bearing Point Capital
Minnesota
$14.4M
TCBWMS
1174
Texas Capital Bank Wealth Management Services
Texas
$14.4M
SAM
1175
Smithbridge Asset Management
Pennsylvania
$14.4M