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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
OWA
1901
Octavia Wealth Advisors
Ohio
$5.88M
CA
1902
Continuum Advisory
Idaho
$5.88M
ACM
1903
Aljian Capital Management
Nevada
$5.87M
SDWIA
1904
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.86M
HW
1905
Hedeker Wealth
Illinois
$5.86M
NPF
1906
Norris Perne & French
Michigan
$5.86M
NAG
1907
Northstar Advisory Group
New Jersey
$5.85M
CCM
1908
Consolidated Capital Management
California
$5.84M
LCM
1909
Leisure Capital Management
California
$5.83M
VFA
1910
Voya Financial Advisors
Connecticut
$5.82M
DA
1911
Doliver Advisors
Texas
$5.82M
FBC
1912
Fairfield, Bush & Co
Connecticut
$5.81M
MTIC
1913
Missouri Trust & Investment Company
Missouri
$5.8M
JJBC
1914
James J. Burns & Company
New York
$5.8M
BIP
1915
Blueprint Investment Partners
North Carolina
$5.79M
SWM
1916
Sculati Wealth Management
Michigan
$5.78M
AIM
1917
Aspen Investment Management
Michigan
$5.78M
1WA
1918
180 Wealth Advisors
Washington
$5.74M
MFA
1919
Mayflower Financial Advisors
Massachusetts
$5.74M
GPA
1920
Guerra Pan Advisors
New Jersey
$5.74M
BFPW
1921
BOK Financial Private Wealth
Colorado
$5.74M
HA
1922
Hamel Associates
New Jersey
$5.71M
C
1923
Certuity
Florida
$5.69M
FWM
1924
Forza Wealth Management
Florida
$5.68M
OAM
1925
Oak Asset Management
California
$5.68M