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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
TNBTD
1326
Trustmark National Bank Trust Department
Mississippi
$11.5M
RWB
1327
RMR Wealth Builders
New Jersey
$11.5M
WIM
1328
WealthPlan Investment Management
Nebraska
$11.4M
BFC
1329
Blue Fin Capital
Rhode Island
$11.4M
AWM
1330
Avior Wealth Management
Nebraska
$11.3M
SIG
1331
Sargent Investment Group
Maryland
$11.3M
WAS
1332
Wealth Advisory Solutions
Indiana
$11.3M
HCM
1333
Howland Capital Management
Massachusetts
$11.3M
JSW
1334
Journey Strategic Wealth
New Jersey
$11.3M
AWM
1335
Accurate Wealth Management
Florida
$11.2M
QI
1336
Qtron Investments
Massachusetts
$11.2M
HW
1337
HORAN Wealth
Ohio
$11.2M
GFA
1338
Gifford Fong Associates
California
$11.1M
MA
1339
McBroom & Associates
Nevada
$11.1M
WAM
1340
Werlinich Asset Management
Connecticut
$11.1M
ALC
1341
Alexander Labrunerie & Co
Missouri
$11.1M
RCA
1342
Resonant Capital Advisors
Wisconsin
$11.1M
P
1343
Paradiem
Louisiana
$11.1M
HCM
1344
Hilton Capital Management
New York
$11.1M
BWL
1345
Bogart Wealth LLC
Virginia
$11.1M
Koshinski Asset Management
1346
Koshinski Asset Management
Illinois
$11.1M
SAI
1347
Savvy Advisors Inc
New York
$11M
BB
1348
Berkshire Bank
Massachusetts
$11M
AAM
1349
Augustine Asset Management
Florida
$11M
SCP
1350
Sandhill Capital Partners
New York
$11M