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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
BEC
1726
Blue Edge Capital
Virginia
$7.17M
NG
1727
Novem Group
New York
$7.16M
SWA
1728
SOA Wealth Advisors
New York
$7.14M
SIAG
1729
Signet Investment Advisory Group
Rhode Island
$7.14M
TM
1730
TigerOak Management
New Mexico
$7.12M
FM
1731
Family Management
New York
$7.11M
SLC
1732
Second Line Capital
Louisiana
$7.11M
GCM
1733
Graham Capital Management
Connecticut
$7.1M
RCWM
1734
Royal Capital Wealth Management
Indiana
$7.09M
WC
1735
Wynn Capital
Georgia
$7.08M
RBA
1736
Richard Bernstein Advisors
New York
$7.08M
CTC (Chicago Trading Company)
1737
CTC (Chicago Trading Company)
Illinois
$7.07M
UB
1738
Umpqua Bank
Oregon
$7.06M
NCM
1739
NCM Capital Management
New Jersey
$7.06M
ORC
1740
O'Rourke & Company
Massachusetts
$7.04M
XSC
1741
X-Square Capital
Puerto Rico
$7.03M
CCWM
1742
Cassaday & Co Wealth Management
Virginia
$7.02M
AA
1743
ALPS Advisors
Colorado
$7.01M
PRS
1744
Pinkerton Retirement Specialists
Idaho
$7.01M
IAS
1745
IMA Advisory Services
Colorado
$7.01M
IFPG
1746
Intrepid Financial Planning Group
Indiana
$7M
LS
1747
Leelyn Smith
Illinois
$6.99M
PCTC
1748
Perkins Coie Trust Company
Washington
$6.97M
BLC
1749
Brown, Lisle/Cummings
Rhode Island
$6.97M
NSB
1750
Norway Savings Bank
Maine
$6.96M