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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
PP
1801
Pacifica Partners
Canada
$6.62M
AWE
1802
Avidian Wealth Enterprises
Texas
$6.61M
KF
1803
KKM Financial
Illinois
$6.61M
UAG
1804
United Advisor Group
Ohio
$6.59M
PB
1805
Pinnacle Bancorp
Nebraska
$6.58M
SFA
1806
Souders Financial Advisors
Ohio
$6.57M
ACH
1807
ArrowMark Colorado Holdings
Colorado
$6.57M
SCM
1808
SOL Capital Management
Maryland
$6.56M
KFI
1809
Key Financial Inc
Pennsylvania
$6.56M
JGCM
1810
Joseph Group Capital Management
Ohio
$6.56M
ZIG
1811
Zullo Investment Group
Pennsylvania
$6.54M
CLA
1812
Carnegie Lake Advisors
New Jersey
$6.53M
PCM
1813
Princeton Capital Management
New Jersey
$6.51M
BDS
1814
Banco de Sabadell
Florida
$6.51M
VIM
1815
Vista Investment Management
Pennsylvania
$6.5M
GKWIM
1816
Gerber Kawasaki Wealth & Investment Management
California
$6.48M
MCM
1817
Maltese Capital Management
New York
$6.47M
AO
1818
Advisor OS
Illinois
$6.47M
CFP
1819
Catalyst Financial Partners
Massachusetts
$6.45M
AI
1820
Accredited Investors
Minnesota
$6.43M
MWM
1821
Massachusetts Wealth Management
Massachusetts
$6.43M
FBT
1822
First Bankers Trust
Kentucky
$6.43M
DMKJ
1823
David M. Knott Jr
$6.43M
AHIA
1824
Andrew Hill Investment Advisors
Florida
$6.42M
WC
1825
Waterloo Capital
Texas
$6.41M