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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
RFWA
1501
RPg Family Wealth Advisory
Massachusetts
$9.25M
HKIM
1502
Hayek Kallen Investment Management
Alabama
$9.25M
MC
1503
Mirabaud & Cie
Switzerland
$9.24M
HAC
1504
Harbor Advisory Corp
New Hampshire
$9.24M
SIA
1505
SeaBridge Investment Advisors
New Jersey
$9.24M
GWANC
1506
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.23M
CWP
1507
Concord Wealth Partners
Virginia
$9.21M
ACS
1508
Archford Capital Strategies
Illinois
$9.19M
ZCI
1509
Zevenbergen Capital Investments
Washington
$9.18M
HA
1510
Herold Advisors
New York
$9.15M
CA
1511
CoreCap Advisors
Michigan
$9.15M
SMI
1512
Shelter Mutual Insurance
Missouri
$9.15M
PFA
1513
Pathway Financial Advisers
Indiana
$9.14M
HLCM
1514
Hi-Line Capital Management
South Dakota
$9.13M
LDB
1515
Lee, Danner & Bass
Tennessee
$9.11M
GA
1516
GFS Advisors
Texas
$9.11M
TBT
1517
Texas Bank & Trust
Texas
$9.11M
HPIA
1518
Hamilton Point Investment Advisors
North Carolina
$9.1M
HFM
1519
Hartford Financial Management
Connecticut
$9.09M
MIP
1520
Marietta Investment Partners
Wisconsin
$9.08M
CNFG
1521
Creegan & Nassoura Financial Group
New Hampshire
$9.07M
PTP
1522
Platform Technology Partners
New York
$9.07M
NB
1523
Northwest Bancshares
Pennsylvania
$9.07M
AWM
1524
Angeles Wealth Management
California
$9.07M
IAIM
1525
International Assets Investment Management
Florida
$9.05M