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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
AIS
1626
AM Investment Strategies
Tennessee
$8.14M
BC
1627
Bowman & Company
Wisconsin
$8.14M
WIS
1628
Wright Investors Service
Connecticut
$8.13M
PPWP
1629
Premier Path Wealth Partners
New Jersey
$8.12M
LRPA
1630
L. Roy Papp & Associates
Arizona
$8.11M
MMG
1631
Monetary Management Group
Missouri
$8.11M
FLI
1632
Family Legacy Inc
South Carolina
$8.1M
LWA
1633
Lineweaver Wealth Advisors
Ohio
$8.09M
SC
1634
Skylands Capital
Wisconsin
$8.05M
SSI
1635
Scott & Selber Inc
Texas
$8.04M
OPA
1636
Old Port Advisors
Maine
$8.03M
RP
1637
Rowlandmiller & Partners
Georgia
$8.02M
MWM
1638
Mattern Wealth Management
Kansas
$8.01M
BBP
1639
Banco BTG Pactual
Brazil
$8M
JG
1640
Jain Global
New York
$7.99M
FDP
1641
Financiere des Professionnels
Quebec, Canada
$7.99M
LJCM
1642
Lee Johnson Capital Management
Texas
$7.97M
ACM
1643
AlphaStar Capital Management
North Carolina
$7.97M
IIC
1644
Integrated Investment Consultants
Michigan
$7.96M
FAM
1645
Formidable Asset Management
Ohio
$7.95M
GBWM
1646
Granite Bay Wealth Management
New Hampshire
$7.95M
MPPLM
1647
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.92M
LWM
1648
LJI Wealth Management
Indiana
$7.91M
EML
1649
Eos Management LP
New York
$7.89M
SW
1650
StrongBox Wealth
Missouri
$7.88M