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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
SM
1976
Sweeney & Michel
California
$5.38M
LI
1977
LRI Investments
Florida
$5.37M
ACM
1978
Altrius Capital Management
North Carolina
$5.36M
CTC
1979
Cetera Trust Company
Minnesota
$5.35M
BCM
1980
Boltwood Capital Management
California
$5.35M
BCM
1981
Brookmont Capital Management
Texas
$5.34M
PWG
1982
Portside Wealth Group
Utah
$5.33M
SLWA
1983
San Luis Wealth Advisors
California
$5.32M
IWA
1984
Invera Wealth Advisors
Oregon
$5.32M
EFA
1985
Edge Financial Advisors
Illinois
$5.31M
BSA
1986
Bull Street Advisors
Georgia
$5.31M
WFG
1987
Wills Financial Group
Virginia
$5.3M
CWM
1988
Crowley Wealth Management
Delaware
$5.29M
WGC
1989
Watts Gwilliam & Co
Arizona
$5.27M
CPIA
1990
Cornell Pochily Investment Advisors
New York
$5.27M
VFM
1991
Vision Financial Markets
Connecticut
$5.27M
FPWM
1992
FSB Premier Wealth Management
Iowa
$5.27M
SC
1993
Searle & Co
Connecticut
$5.27M
ATWA
1994
Arbor Trust Wealth Advisors
Michigan
$5.26M
AFA
1995
Antonelli Financial Advisors
Michigan
$5.25M
MCA
1996
Magnolia Capital Advisors
Mississippi
$5.24M
GI
1997
GS Investments
Minnesota
$5.24M
CAIM
1998
Catherine Avery Investment Management
Florida
$5.24M
PPC
1999
Park Place Capital
Alabama
$5.24M
VCP
2000
Verus Capital Partners
Arizona
$5.23M