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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
WWA
1451
WCG Wealth Advisors
Nevada
$9.7M
MMPW
1452
Mitchell McLeod Pugh & Williams
Alabama
$9.7M
OAM
1453
Occidental Asset Management
California
$9.69M
ITC
1454
Inspire Trust Company
Nevada
$9.68M
SCM
1455
Summerhill Capital Management
Ontario, Canada
$9.68M
MCCP
1456
Mission Creek Capital Partners
California
$9.64M
WBWA
1457
William B. Walkup & Associates
South Carolina
$9.64M
AFM
1458
Abbot Financial Management
Massachusetts
$9.63M
MLIC
1459
Mandatum Life Insurance Company
Finland
$9.62M
HEIP
1460
Hudson Edge Investment Partners
New Jersey
$9.62M
CCA
1461
Checchi Capital Advisers
California
$9.62M
EWA
1462
Exencial Wealth Advisors
Oklahoma
$9.6M
CIP
1463
Capital Insight Partners
Arizona
$9.6M
MSA
1464
Marino Stram & Associates
Massachusetts
$9.59M
SAM
1465
Shell Asset Management
Netherlands
$9.57M
MFG
1466
MidWestOne Financial Group
Iowa
$9.56M
SIA
1467
Soltis Investment Advisors
Utah
$9.55M
HZ
1468
Hixon Zuercher
Ohio
$9.55M
DA
1469
DCM Advisors
New York
$9.54M
UHC
1470
Union Heritage Capital
Michigan
$9.53M
PFM
1471
Phillips Financial Management
Indiana
$9.52M
BA
1472
Baugh & Associates
Georgia
$9.52M
SI
1473
Sava Infond
Slovenia
$9.52M
William Blair Investment Management
1474
William Blair Investment Management
Illinois
$9.5M
PG
1475
Patten Group
Tennessee
$9.49M