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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
ECML
1776
Eagle Capital Management (Louisiana)
Louisiana
$6.87M
CFMC
1777
Curbstone Financial Management Corp
New Hampshire
$6.84M
VWM
1778
Valley Wealth Managers
New Jersey
$6.84M
I
1779
InvesTrust
Oklahoma
$6.83M
SIM
1780
Studio Investment Management
Illinois
$6.79M
COI
1781
Connable Office Inc
Michigan
$6.78M
PRA
1782
Pine Ridge Advisers
New York
$6.78M
MG
1783
Mather Group
Illinois
$6.76M
CVA
1784
Central Valley Advisors
California
$6.76M
CT
1785
Coastline Trust
Rhode Island
$6.74M
APG
1786
Abacus Planning Group
South Carolina
$6.73M
TLP
1787
Trinity Legacy Partners
Texas
$6.73M
RSA
1788
River Street Advisors
Illinois
$6.72M
MCM
1789
Marathon Capital Management
Maryland
$6.7M
BCFS
1790
Butensky & Cohen Financial Security
Florida
$6.7M
WIM
1791
Wittenberg Investment Management
Massachusetts
$6.69M
SWA
1792
Sax Wealth Advisors
New Jersey
$6.69M
FWM
1793
Finer Wealth Management
Massachusetts
$6.69M
BCM
1794
Blume Capital Management
California
$6.69M
VCM
1795
Violich Capital Management
California
$6.68M
LC
1796
Legacy CG
Texas
$6.67M
RDFA
1797
Ritter Daniher Financial Advisory
Ohio
$6.66M
PC
1798
Permanens Capital
New York
$6.66M
MCM
1799
Monarch Capital Management
Indiana
$6.66M
HWM
1800
Hohimer Wealth Management
Washington
$6.63M