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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
1251
Intact Investment Management
Quebec, Canada
$12.7M
LIM
1252
Lathrop Investment Management
Arkansas
$12.7M
CIC
1253
Chilton Investment Company
Connecticut
$12.6M
NS
1254
NBC Securities
Alabama
$12.6M
AWM
1255
Arista Wealth Management
Nevada
$12.6M
EFMC
1256
Empire Financial Management Company
New York
$12.6M
RAM
1257
Redmond Asset Management
Virginia
$12.6M
BFG
1258
Beacon Financial Group
Texas
$12.6M
WKWM
1259
Walter & Keenan Wealth Management
Indiana
$12.6M
PFBT
1260
Parkside Financial Bank & Trust
Missouri
$12.6M
BP
1261
Broadleaf Partners
Ohio
$12.5M
FWP
1262
FAS Wealth Partners
Kansas
$12.5M
CC
1263
Constitution Capital
Connecticut
$12.5M
CAG
1264
Csenge Advisory Group
Florida
$12.5M
AMM
1265
American Money Management
California
$12.5M
MFS
1266
Mirabella Financial Services
United Kingdom
$12.5M
WWM
1267
Western Wealth Management
Colorado
$12.5M
AG
1268
Advocate Group
Minnesota
$12.4M
CA
1269
Claro Advisors
Massachusetts
$12.4M
GWMIA
1270
Global Wealth Management Investment Advisory
Florida
$12.4M
SPG
1271
Strategic Planning Group
Utah
$12.4M
LT
1272
Legacy Trust
Michigan
$12.3M
GCA
1273
Greenwood Capital Associates
South Carolina
$12.3M
WCA
1274
Waratah Capital Advisors
Ontario, Canada
$12.3M
BCCM
1275
Bridge Creek Capital Management
Massachusetts
$12.3M