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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
IIM
1176
Ipswich Investment Management
Massachusetts
$14.4M
FC
1177
Fulcrum Capital
Washington
$14.3M
FB
1178
Fulton Bank
Pennsylvania
$14.3M
RIA
1179
RPG Investment Advisory
California
$14.3M
AIM
1180
Access Investment Management
Georgia
$14.3M
BMWM
1181
Brown Miller Wealth Management
Virginia
$14.3M
AA
1182
Apriem Advisors
California
$14.3M
LSA
1183
L & S Advisors
California
$14.3M
NEAM
1184
New England Asset Management
Connecticut
$14.3M
CBA
1185
Coastal Bridge Advisors
Connecticut
$14.2M
WCA
1186
Westover Capital Advisors
Delaware
$14.2M
SC
1187
Schulhoff & Co
Ohio
$14.2M
WPC
1188
Wedmont Private Capital
Pennsylvania
$14.2M
ACG
1189
Allen Capital Group
Nebraska
$14.2M
FMTC
1190
Farmers & Merchants Trust Company
California
$14.2M
1GI
1191
180 GPS Investments
$14.1M
BA
1192
Ballast Advisors
Minnesota
$14.1M
PMWMG
1193
Parr McKnight Wealth Management Group
Minnesota
$14M
MAM
1194
Mirabaud Asset Management
United Kingdom
$14M
KCPG
1195
Kavar Capital Partners Group
Kansas
$14M
TWM
1196
Trueblood Wealth Management
Ohio
$14M
BFS
1197
Bard Financial Services
Connecticut
$13.9M
NCM
1198
Nelson Capital Management
California
$13.9M
SAG
1199
SageView Advisory Group
California
$13.9M
KWA
1200
Kingswood Wealth Advisors
California
$13.9M