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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
BMA
1551
Brooks Moore & Associates
Tennessee
$8.9M
AA
1552
Argent Advisors
Louisiana
$8.89M
RCM
1553
RB Capital Management
Nevada
$8.87M
UBG
1554
United Bank (Georgia)
Georgia
$8.86M
ESB
1555
Essex Savings Bank
Connecticut
$8.85M
HCM
1556
Hengehold Capital Management
Ohio
$8.84M
LHC
1557
Little House Capital
Massachusetts
$8.84M
IA
1558
IFC Advisors
California
$8.84M
AIM
1559
AMI Investment Management
Indiana
$8.82M
SWM
1560
Scissortail Wealth Management
Oklahoma
$8.82M
CWM
1561
Connecticut Wealth Management
Connecticut
$8.8M
LC
1562
Lincoln Capital
Nebraska
$8.8M
CWAG
1563
Compton Wealth Advisory Group
Virginia
$8.77M
RZH
1564
Relyea Zuckerberg Hanson
Connecticut
$8.77M
CI
1565
Cavalier Investments
Georgia
$8.74M
RBC
1566
Romano Brothers & Co
Illinois
$8.74M
HIC
1567
Holderness Investments Company
North Carolina
$8.72M
HIM
1568
Hillsdale Investment Management
Ontario, Canada
$8.7M
BONH
1569
Bank of New Hampshire
New Hampshire
$8.69M
MIH
1570
Meitav Investment House
Israel
$8.69M
KA
1571
Kovack Advisors
Florida
$8.67M
KCP
1572
Kera Capital Partners
California
$8.63M
EW
1573
Evexia Wealth
Wisconsin
$8.62M
TCA
1574
Trifecta Capital Advisors
Illinois
$8.61M
FPF
1575
First Pacific Financial
Washington
$8.61M