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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
PPW
1226
Parcion Private Wealth
Washington
$13.3M
CCM
1227
Coerente Capital Management
Ontario, Canada
$13.3M
NA
1228
Nordwand Advisors
Pennsylvania
$13.3M
APSI
1229
Asset Planning Services Inc
Louisiana
$13.3M
IP
1230
Interval Partners
New York
$13.2M
AIM
1231
Anchor Investment Management
South Carolina
$13.1M
HCA
1232
Harbour Capital Advisors
Virginia
$13.1M
SAW
1233
Signal Advisors Wealth
Michigan
$13.1M
UAM
1234
Unison Asset Management
Florida
$13.1M
OFG
1235
Oxford Financial Group
Indiana
$13M
MPIM
1236
McGinn Penninger Investment Management
Virginia
$13M
PCA
1237
Providence Capital Advisors
North Carolina
$13M
BCM
1238
Barometer Capital Management
Ontario, Canada
$13M
RC
1239
RBF Capital
California
$12.9M
TL
1240
Tradewinds LLC
North Carolina
$12.9M
CWM
1241
Compass Wealth Management
Connecticut
$12.9M
CIM
1242
Contravisory Investment Management
Massachusetts
$12.9M
GHA
1243
GW Henssler & Associates
Georgia
$12.9M
VA
1244
Valmark Advisers
Ohio
$12.9M
PWMAG
1245
Pinnacle Wealth Management Advisory Group
New Jersey
$12.8M
CWM
1246
Chronos Wealth Management
Florida
$12.8M
CNBTD
1247
Citizens National Bank Trust Department
Mississippi
$12.8M
IWA
1248
Icon Wealth Advisors
Texas
$12.7M
WIA
1249
Wetzel Investment Advisors
Indiana
$12.7M
LFG
1250
Larson Financial Group
Missouri
$12.7M