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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
IIA
1926
IPG Investment Advisors
California
$5.66M
3IP
1927
3Chopt Investment Partners
Virginia
$5.66M
WA
1928
Wealth Alliance
New York
$5.65M
IP
1929
Investment Partners
Ohio
$5.65M
CGL
1930
Clarius Group LLC
Washington
$5.65M
AWM
1931
Aprio Wealth Management
Georgia
$5.65M
AEPWM
1932
Atlantic Edge Private Wealth Management
Florida
$5.64M
BWM
1933
BKM Wealth Management
Wisconsin
$5.64M
RMAM
1934
Raab & Moskowitz Asset Management
New Jersey
$5.61M
GWM
1935
Graybill Wealth Management
Illinois
$5.6M
4WM
1936
44 Wealth Management
Oregon
$5.6M
OIS
1937
Okabena Investment Services
Minnesota
$5.6M
ZBNA
1938
Zions Bancorporation, National Association
Utah
$5.59M
RFA
1939
Resurgent Financial Advisors
Georgia
$5.58M
ABWM
1940
Alpine Bank Wealth Management
Colorado
$5.58M
OC
1941
Opinicus Capital
Florida
$5.57M
AIC
1942
Archer Investment Corporation
Indiana
$5.57M
GGHC
1943
Gilder Gagnon Howe & Co
New York
$5.57M
QWM
1944
Quadcap Wealth Management
Texas
$5.57M
WA
1945
WP Advisors
California
$5.56M
LRWA
1946
Long Run Wealth Advisors
New York
$5.55M
TIA
1947
Tiemann Investment Advisors
California
$5.55M
MM
1948
Morangie Management
Florida
$5.55M
FCFC
1949
First Commonwealth Financial Corp
Pennsylvania
$5.55M
AWM
1950
Affinity Wealth Management
Delaware
$5.55M