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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
BCPWM
1276
Bradley & Co Private Wealth Management
Florida
$12.3M
VFM
1277
Viking Fund Management
North Dakota
$12.3M
AWA
1278
Arete Wealth Advisors
Illinois
$12.3M
TIP
1279
Torray Investment Partners
Maryland
$12.3M
FC
1280
Fusion Capital
South Carolina
$12.2M
SA
1281
Strategic Advisors
New York
$12.2M
LSWM
1282
Lorne Steinberg Wealth Management
Canada
$12.2M
VST
1283
Van Strum & Towne
California
$12.2M
RFMS
1284
RWQ Financial Management Services
Florida
$12.2M
BPWM
1285
BCS Private Wealth Management
New Jersey
$12.2M
RSWM
1286
Robertson Stephens Wealth Management
California
$12.2M
HI
1287
Harbour Investments
Wisconsin
$12.2M
HWAM
1288
Hennion & Walsh Asset Management
New Jersey
$12.1M
WAS
1289
WESPAC Advisors SoCal
California
$12.1M
SNB
1290
Security National Bank
Nebraska
$12.1M
SP
1291
Stablepoint Partners
Massachusetts
$12.1M
ACM
1292
Alpha Capital Management
Texas
$12.1M
OSNBOA
1293
Old Second National Bank of Aurora
Illinois
$12.1M
AAMA
1294
Advanced Asset Management Advisors
Ohio
$12.1M
FFG
1295
Frisch Financial Group
New York
$12.1M
AF
1296
Apexium Financial
Texas
$12.1M
LSA
1297
Leonteq Securities AG
Switzerland
$12M
MBTD
1298
Mechanics Bank - Trust Department
California
$12M
CIC
1299
Concord Investment Counsel
California
$12M
FAM
1300
Fulcrum Asset Management
United Kingdom
$12M