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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
MA
1576
Modus Advisors
Minnesota
$8.6M
DIA
1577
Dean Investment Associates
Ohio
$8.6M
BWM
1578
BNC Wealth Management
Oregon
$8.57M
KJHP
1579
K.J. Harrison & Partners
Ontario, Canada
$8.56M
DCM
1580
Delta Capital Management
New Jersey
$8.56M
APIM
1581
Agate Pass Investment Management
Washington
$8.56M
CI
1582
Cigna Investments
Connecticut
$8.55M
LA
1583
LVW Advisors
New York
$8.53M
EPW
1584
Evergreen Private Wealth
Colorado
$8.53M
SFGP
1585
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.52M
PFGIA
1586
Patriot Financial Group Insurance Agency
Massachusetts
$8.51M
SP
1587
Saranac Partners
$8.51M
MCWS
1588
McKinley Carter Wealth Services
West Virginia
$8.49M
SCM
1589
Sitrin Capital Management
California
$8.48M
PCA
1590
Peddock Capital Advisors
Massachusetts
$8.47M
CIAS
1591
Capital Investment Advisory Services
North Carolina
$8.46M
AWM
1592
Avaii Wealth Management
Wisconsin
$8.44M
IAMOG
1593
Investors Asset Management of Georgia
Georgia
$8.43M
CIG
1594
Consolidated Investment Group
Colorado
$8.42M
KIC
1595
Kensington Investment Counsel
California
$8.42M
SS
1596
Sunbelt Securities
Texas
$8.41M
FPB
1597
First PREMIER Bank
South Dakota
$8.41M
PWPS
1598
Pinnacle Wealth Planning Services
Ohio
$8.39M
AW
1599
Atlas Wealth
Ohio
$8.39M
SW
1600
SkyOak Wealth
Michigan
$8.39M