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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
AH
1476
Allen Holding
New York
$9.46M
AIP
1477
Ameritas Investment Partners
Nebraska
$9.44M
RFN
1478
RDA Financial Network
Iowa
$9.44M
HWA
1479
HCR Wealth Advisors
California
$9.43M
GLR
1480
Great Lakes Retirement
Ohio
$9.42M
RMSCM
1481
R.M. Sincerbeaux Capital Management
New York
$9.42M
SF
1482
Symphony Financial
Texas
$9.42M
SAM
1483
Sompo Asset Management
Japan
$9.4M
GFP
1484
Gryphon Financial Partners
Ohio
$9.39M
CF
1485
Concorde Financial
Texas
$9.38M
OFA
1486
Oak Family Advisors
Illinois
$9.38M
AC
1487
Addison Capital
Pennsylvania
$9.37M
ACM
1488
Argyle Capital Management
Pennsylvania
$9.37M
SACTSONJ
1489
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$9.37M
WE
1490
Wealth Effects
Massachusetts
$9.36M
BP
1491
BBR Partners
New York
$9.36M
HCM
1492
Hall Capital Management
Rhode Island
$9.36M
GBT
1493
Grove Bank & Trust
Florida
$9.35M
SQA
1494
Simon Quick Advisors
New Jersey
$9.34M
P
1495
Pitcairn
Pennsylvania
$9.33M
PWAM
1496
Private Wealth Asset Management
Iowa
$9.32M
AC
1497
Avestar Capital
New York
$9.29M
IIC
1498
Ironwood Investment Counsel
Arizona
$9.27M
PCM
1499
Patient Capital Management
Maryland
$9.27M
ANB
1500
Amarillo National Bank
Texas
$9.26M