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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
LM
1876
Lincluden Management
Ontario, Canada
$6.02M
BFW
1877
Brady Family Wealth
Missouri
$6.02M
SIA
1878
Strategic Investment Advisors
Michigan
$6.01M
FAP
1879
Financial Advisory Partners
Florida
$6.01M
NWM
1880
Northcape Wealth Management
New York
$6M
GIM
1881
Generali Investments Management
Slovenia
$6M
HIC
1882
Harvey Investment Company
Kentucky
$6M
FFS
1883
Fischer Financial Services
Pennsylvania
$6M
ALA
1884
Atlas Legacy Advisors
California
$5.99M
MUAMU
1885
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.99M
CAM
1886
Chesapeake Asset Management
New York
$5.99M
WAG
1887
Winthrop Advisory Group
Massachusetts
$5.97M
GEA
1888
Glen Eagle Advisors
New Jersey
$5.96M
FMTCOCP
1889
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.95M
HL
1890
HeadInvest LLC
Maine
$5.95M
BMC
1891
Benin Management Corp
Connecticut
$5.94M
CH
1892
Canton Hathaway
Rhode Island
$5.94M
PWCM
1893
Processus Wealth & Capital Management
Tennessee
$5.93M
EWM
1894
Evermay Wealth Management
Virginia
$5.92M
SMH
1895
Sanders Morris Harris
Texas
$5.91M
PSB
1896
Piscataqua Savings Bank
New Hampshire
$5.9M
BO
1897
Bank OZK
Arkansas
$5.9M
MAM
1898
Milestone Asset Management
Pennsylvania
$5.89M
SMC
1899
Smith, Moore & Co
Missouri
$5.89M
WCM
1900
Wisconsin Capital Management
Wisconsin
$5.89M