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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
V
1701
VeraBank
Texas
$7.41M
HCM
1702
Hudson Capital Management
New Jersey
$7.4M
MSFS
1703
Main Street Financial Solutions
Pennsylvania
$7.4M
MFC
1704
Mechanics Financial Corp
Ohio
$7.4M
AA
1705
Armis Advisers
Georgia
$7.38M
MCB
1706
Morton Community Bank
Illinois
$7.37M
WP
1707
WealthPLAN Partners
Nebraska
$7.36M
RW
1708
Rockport Wealth
Ohio
$7.31M
DA
1709
Dover Advisors
Virginia
$7.31M
BOS
1710
Bank of Stockton
California
$7.3M
WPW
1711
Waldron Private Wealth
Pennsylvania
$7.3M
CWM
1712
Cornerstone Wealth Management
Missouri
$7.29M
AL
1713
Aspiriant LLC
California
$7.26M
EC
1714
Enhancing Capital
Pennsylvania
$7.25M
PIP
1715
Peachtree Investment Partners
Florida
$7.24M
Financial Engines Advisors
1716
Financial Engines Advisors
California
$7.24M
SF
1717
Slagle Financial
Illinois
$7.24M
RCG
1718
Regatta Capital Group
California
$7.23M
CIA
1719
Cohen Investment Advisors
New Hampshire
$7.22M
SCM
1720
Silvant Capital Management
Georgia
$7.21M
GCM
1721
Gables Capital Management
Florida
$7.21M
NPA
1722
Nichols & Pratt Advisers
Massachusetts
$7.19M
SGCA
1723
Steel Grove Capital Advisors
Tennessee
$7.19M
PDL
1724
Portfolio Design Labs
California
$7.19M
GD
1725
Grandfield & Dodd
New York
$7.17M