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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
BFA
1826
Beaumont Financial Advisors
Massachusetts
$6.4M
VanEck Associates
1827
VanEck Associates
New York
$6.39M
PWA
1828
Providence Wealth Advisors
Illinois
$6.38M
WAM
1829
Wakefield Asset Management
Colorado
$6.37M
FCM
1830
Fire Capital Management
California
$6.36M
TNA
1831
True North Advisors
Texas
$6.36M
EWM
1832
EPG Wealth Management
Georgia
$6.34M
BB
1833
Bell Bank
North Dakota
$6.33M
ICP
1834
Impact Capital Partners
Colorado
$6.33M
MA
1835
MONECO Advisors
Connecticut
$6.31M
TWP
1836
Tyche Wealth Partners
Texas
$6.31M
HDA
1837
Harold Davidson & Associates
California
$6.31M
ZF
1838
Zhang Financial
Michigan
$6.3M
NIP
1839
Nicholas Investment Partners
California
$6.3M
AIM
1840
Acropolis Investment Management
Missouri
$6.29M
SI
1841
Shaker Investments
Ohio
$6.28M
TFA
1842
Trinity Financial Advisors
Ohio
$6.27M
KP
1843
Keel Point
Alabama
$6.26M
TI
1844
TTP Investments
California
$6.24M
WA
1845
Wasatch Advisors
Utah
$6.24M
WAM
1846
Weiss Asset Management
Massachusetts
$6.23M
GFG
1847
Goldstone Financial Group
Illinois
$6.23M
SS
1848
SBI Securities
Japan
$6.22M
SLT
1849
St Louis Trust
Missouri
$6.22M
DC
1850
DeDora Capital
California
$6.21M