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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
FCA
2026
FLC Capital Advisors
California
$5.02M
CIP
2027
Convergence Investment Partners
Florida
$5.01M
CB
2028
CNB Bank
Pennsylvania
$5.01M
AGWCA
2029
Annis Gardner Whiting Capital Advisors
Florida
$5M
HDIM
2030
Hanson & Doremus Investment Management
Vermont
$4.99M
GA
2031
GoalVest Advisory
New York
$4.99M
TCPG
2032
Trivant Custom Portfolio Group
California
$4.99M
HAG
2033
HF Advisory Group
Maryland
$4.98M
BWM
2034
BCGM Wealth Management
Indiana
$4.98M
DA
2035
Dillon & Associates
Michigan
$4.95M
CIAS
2036
CFS Investment Advisory Services
New Jersey
$4.95M
TGAM
2037
TBH Global Asset Management
Tennessee
$4.95M
UWPG
2038
Ullmann Wealth Partners Group
Florida
$4.94M
CCFM
2039
Clear Creek Financial Management
Washington
$4.93M
FCCM
2040
First City Capital Management
Georgia
$4.93M
EA
2041
Eclectic Associates
California
$4.93M
MA
2042
MJP Associates
Connecticut
$4.92M
IF
2043
Ironwood Financial
Arizona
$4.91M
JWM
2044
JPL Wealth Management
Colorado
$4.9M
CCG
2045
Chatham Capital Group
Georgia
$4.89M
MC
2046
Martin & Co
Tennessee
$4.89M
BFO
2047
Biltmore Family Office
North Carolina
$4.88M
CWM
2048
Centric Wealth Management
Illinois
$4.88M
HFP
2049
Holistic Financial Partners
Indiana
$4.88M
CIM
2050
Cambria Investment Management
California
$4.88M