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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
EFG
1526
Everhart Financial Group
Ohio
$9.05M
PGWM
1527
Parisi Gray Wealth Management
New Jersey
$9.05M
HNW
1528
High Note Wealth
Minnesota
$9.04M
DFCM
1529
Dark Forest Capital Management
Puerto Rico
$9.04M
DWM
1530
Dynasty Wealth Management
Florida
$9.04M
LFA
1531
Lauterbach Financial Advisors
Texas
$9.03M
KA
1532
Klingman & Associates
New York
$9.02M
MSAM
1533
Moloney Securities Asset Management
Missouri
$9.01M
DW30
1534
Drucker Wealth 3.0
New Jersey
$9M
MIM
1535
MTM Investment Management
South Carolina
$8.99M
TPM
1536
Triasima Portfolio Management
Quebec, Canada
$8.99M
MBT
1537
Montecito Bank & Trust
California
$8.99M
CFCI
1538
Comprehensive Financial Consultants Institutional
Indiana
$8.98M
MCM
1539
MV Capital Management
Maryland
$8.96M
CPW
1540
Cove Private Wealth
New York
$8.96M
SBFM
1541
S-Bank Fund Management
Finland
$8.96M
MWAM
1542
Manhattan West Asset Management
California
$8.94M
PJSIMP
1543
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.94M
LAM
1544
L2 Asset Management
Massachusetts
$8.93M
AIMCA
1545
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.93M
RCIM
1546
Red Cedar Investment Management
Michigan
$8.92M
ATI
1547
Act Two Investors
California
$8.92M
SAM
1548
Socorro Asset Management
Texas
$8.92M
FFA
1549
Founders Financial Alliance
North Carolina
$8.91M
TI
1550
tru Independence
Oregon
$8.91M