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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
NW
1426
Naviter Wealth
Arkansas
$9.93M
CST
1427
Charles Schwab Trust
Nevada
$9.92M
WP
1428
WealthShield Partners
North Carolina
$9.91M
DWM
1429
Diversify Wealth Management
Utah
$9.91M
BFC
1430
Bedel Financial Consulting
Indiana
$9.9M
CCA
1431
Cooper Capital Advisors
California
$9.87M
PAM
1432
Paradigm Asset Management
New York
$9.87M
GSEP
1433
Golden State Equity Partners
California
$9.84M
MA
1434
MSA Advisors
California
$9.84M
EGA
1435
E&G Advisors
Texas
$9.81M
FMB
1436
Field & Main Bank
Kentucky
$9.81M
RA
1437
Ransom Advisory
Rhode Island
$9.8M
UWM
1438
Udine Wealth Management
Florida
$9.8M
HWMO
1439
Heritage Wealth Management (Ohio)
Ohio
$9.8M
SSW
1440
Stone Summit Wealth
Florida
$9.78M
HI
1441
Hoey Investments
Pennsylvania
$9.78M
ICP
1442
Ironvine Capital Partners
Nebraska
$9.77M
MP
1443
McDonald Partners
Ohio
$9.76M
ITIM
1444
Indiana Trust & Investment Management
Indiana
$9.76M
ST
1445
Sentinel Trust
Texas
$9.74M
OL
1446
Owen LaRue
Kentucky
$9.74M
WTA
1447
Washington Trust Advisors
Massachusetts
$9.74M
MYLI
1448
Meiji Yasuda Life Insurance
Japan
$9.72M
GIA
1449
Guyasuta Investment Advisors
Pennsylvania
$9.72M
DIM
1450
DLK Investment Management
California
$9.71M