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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
PWM
1851
Pines Wealth Management
North Carolina
$6.19M
CCT
1852
Capital City Trust
Florida
$6.18M
IP
1853
Intellectus Partners
California
$6.18M
GIM
1854
Gold Investment Management
Alberta, Canada
$6.18M
FIC
1855
FCG Investment Company
Tennessee
$6.16M
MC
1856
Marest Capital
California
$6.16M
Edgewood Management
1857
Edgewood Management
Connecticut
$6.16M
CCA
1858
Cobblestone Capital Advisors
New York
$6.16M
TP
1859
Tranquility Partners
Tennessee
$6.15M
MIM
1860
Moseley Investment Management
Florida
$6.13M
BIG
1861
Brooklyn Investment Group
New York
$6.12M
NDSI
1862
Newman Dignan & Sheerar Inc
Rhode Island
$6.12M
MSK
1863
Melissa S. Kampmann
$6.12M
SAM
1864
Sycomore Asset Management
France
$6.12M
HCM
1865
Huber Capital Management
California
$6.1M
WPC
1866
White Pine Capital
Minnesota
$6.1M
SWM
1867
Segment Wealth Management
Texas
$6.1M
LJAC
1868
L.J. Altfest & Co
New York
$6.09M
WIC
1869
Wilkins Investment Counsel
Massachusetts
$6.09M
HA
1870
Huntleigh Advisors
Missouri
$6.08M
ODG
1871
O'Dell Group
Ohio
$6.08M
WMA
1872
West Michigan Advisors
Michigan
$6.08M
DFA
1873
Delta Financial Advisors
Louisiana
$6.07M
PIWA
1874
Prevail Innovative Wealth Advisors
Kansas
$6.06M
KF
1875
Krilogy Financial
Missouri
$6.03M