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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
BMC
1751
Beaton Management Company
Massachusetts
$6.96M
AMG
1752
Advisors Management Group
Wisconsin
$6.95M
TPWA
1753
TRUE Private Wealth Advisors
Oregon
$6.95M
DE
1754
Diversified Enterprises
Delaware
$6.95M
ATC
1755
Adirondack Trust Company
New York
$6.95M
EPIMS
1756
Evelyn Partners Investment Management Services
$6.95M
NG
1757
Norden Group
Utah
$6.95M
BRCM
1758
Bright Rock Capital Management
Massachusetts
$6.94M
SOAMC
1759
Spirit of America Management Corp
New York
$6.94M
SSWM
1760
Sheets Smith Wealth Management
North Carolina
$6.94M
LAM
1761
LOM Asset Management
$6.92M
TPI
1762
Trust Point Inc
Wisconsin
$6.91M
WR
1763
WD Rutherford
Oregon
$6.9M
MC
1764
Mathes Company
New York
$6.9M
MPIA
1765
Mountain Pacific Investment Advisers
Idaho
$6.89M
AC
1766
Apella Capital
Connecticut
$6.89M
FFA
1767
Fragasso Financial Advisors
Pennsylvania
$6.89M
SWM
1768
SeaCrest Wealth Management
New York
$6.89M
HPCM
1769
Hunter Perkins Capital Management
Illinois
$6.88M
SIA
1770
SGL Investment Advisors
Montana
$6.88M
HCM
1771
Howard Capital Management
Georgia
$6.88M
KTC
1772
Kentucky Trust Company
Kentucky
$6.88M
SCM
1773
Seascape Capital Management
New Hampshire
$6.87M
HI
1774
Hudock Inc
Pennsylvania
$6.87M
MWA
1775
Midland Wealth Advisors
Illinois
$6.87M