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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
JF
1351
Jump Financial
Illinois
$11M
EM
1352
Excalibur Management
Massachusetts
$11M
SFI
1353
SPC Financial Inc
Maryland
$11M
BL
1354
BCWM LLC
Kansas
$11M
SW
1355
Simplicity Wealth
New Jersey
$10.9M
BRM
1356
Boston Research & Management
Massachusetts
$10.9M
AF
1357
Advisornet Financial
Minnesota
$10.9M
TPA
1358
Trivium Point Advisory
Connecticut
$10.9M
HCM
1359
Hodges Capital Management
Texas
$10.8M
BA
1360
Bristlecone Advisors
Washington
$10.8M
CAM
1361
Columbia Asset Management
Michigan
$10.8M
GM
1362
GeoWealth Management
Illinois
$10.8M
CWP
1363
CFM Wealth Partners
Texas
$10.8M
RWM
1364
Rockline Wealth Management
New York
$10.8M
LFA
1365
Legacy Financial Advisors
Kentucky
$10.8M
EWA
1366
EverSource Wealth Advisors
Alabama
$10.8M
ST
1367
Somerset Trust
Pennsylvania
$10.8M
FCMT
1368
Founders Capital Management (Texas)
Texas
$10.8M
NP
1369
Nilsine Partners
Colorado
$10.8M
CCAM
1370
Codex Capital Asset Management
Texas
$10.8M
AC
1371
Arrow Capital
Australia
$10.7M
PTC
1372
Philadelphia Trust Company
Pennsylvania
$10.7M
NF
1373
Nikulski Financial
Iowa
$10.7M
WBC
1374
West Branch Capital
Massachusetts
$10.7M
CICC
1375
Capital Investment Counsel (Colorado)
Colorado
$10.7M