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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
IAS
1376
Insigneo Advisory Services
Florida
$10.7M
NHT
1377
New Hampshire Trust
New Hampshire
$10.6M
GCM
1378
Genus Capital Management
British Columbia, Canada
$10.6M
CWA
1379
Clarity Wealth Advisors
California
$10.6M
AWA
1380
Aaron Wealth Advisors
Illinois
$10.6M
BBWA
1381
Bell & Brown Wealth Advisors
California
$10.6M
RCAG
1382
Rehmann Capital Advisory Group
Michigan
$10.6M
OWP
1383
Obermeyer Wealth Partners
Colorado
$10.5M
PAM
1384
Pegasus Asset Management
New York
$10.5M
GAG
1385
GM Advisory Group
New York
$10.5M
SHA
1386
Seneca House Advisors
Virginia
$10.5M
1M
1387
1248 Management
Missouri
$10.5M
SP
1388
Stonebrook Private
Michigan
$10.5M
MNBTD
1389
Moody National Bank Trust Division
Texas
$10.5M
KIM
1390
Kestra Investment Management
Texas
$10.4M
CAAS
1391
Capital Asset Advisory Services
Michigan
$10.4M
EA
1392
Everpar Advisors
Oklahoma
$10.4M
AOWM
1393
Alpha Omega Wealth Management
Virginia
$10.4M
BFA
1394
Bill Few Associates
Pennsylvania
$10.4M
DAS
1395
Diversify Advisory Services
Utah
$10.4M
CW
1396
CreativeOne Wealth
Kansas
$10.3M
HCM
1397
Harvey Capital Management
Florida
$10.3M
BKA
1398
Brick & Kyle Associates
Pennsylvania
$10.3M
EL
1399
Essex LLC
Illinois
$10.3M
MG
1400
Marex Group
$10.2M