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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
AWM
1951
Aries Wealth Management
Maine
$5.54M
HFBOT
1952
Home Federal Bank of Tennessee
Tennessee
$5.53M
AAM
1953
Aureus Asset Management
Massachusetts
$5.53M
WCM
1954
Weaver Capital Management
Georgia
$5.53M
CAC
1955
Certified Advisory Corp
Florida
$5.53M
FUBT
1956
First United Bank & Trust
Maryland
$5.52M
BCM
1957
Buckhead Capital Management
Georgia
$5.51M
TPW
1958
Transatlantique Private Wealth
New York
$5.51M
GPFA
1959
Game Plan Financial Advisors
Ohio
$5.5M
VBCG
1960
Valley Brook Capital Group
Pennsylvania
$5.5M
GA
1961
Guerra Advisors
Florida
$5.49M
CRWM
1962
Castle Rock Wealth Management
California
$5.48M
IAS
1963
Investment Advisory Services
Texas
$5.48M
MFS
1964
Mattson Financial Services
Michigan
$5.47M
NAS
1965
NWF Advisory Services
California
$5.47M
SFG
1966
Snider Financial Group
Washington
$5.46M
BHB
1967
Bank Hapoalim BM
Israel
$5.46M
CFFP
1968
Center for Financial Planning
Michigan
$5.45M
BCA
1969
Bay Colony Advisors
Massachusetts
$5.44M
MIA
1970
MeadowBrook Investment Advisors
Michigan
$5.42M
DA
1971
Denali Advisors
California
$5.42M
WFAG
1972
Worth Financial Advisory Group
North Carolina
$5.39M
KAS
1973
KPP Advisory Services
Kentucky
$5.39M
CFS
1974
Commonwealth Financial Services
West Virginia
$5.39M
ST
1975
Sageworth Trust
Pennsylvania
$5.38M