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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
PWM
2051
Purus Wealth Management
California
$4.88M
RE
2052
Rydar Equities
Texas
$4.87M
IF
2053
Integrity Financial
Wyoming
$4.87M
ACM
2054
Accent Capital Management
Ohio
$4.86M
TWA
2055
TCI Wealth Advisors
Arizona
$4.86M
HVP
2056
Hudson Value Partners
Florida
$4.86M
DAL
2057
Delta Accumulation LLC
California
$4.85M
TTIC
2058
Tower Trust & Investment Company
Iowa
$4.85M
GAM
2059
Grandview Asset Management
Pennsylvania
$4.83M
NI
2060
Natural Investments
California
$4.83M
CV
2061
Counterweight Ventures
North Carolina
$4.83M
CWIG
2062
Chung Wu Investment Group
Texas
$4.83M
WFI
2063
West Family Investments
California
$4.82M
DBIA
2064
Dumont & Blake Investment Advisors
New Jersey
$4.81M
CS
2065
Crescent Sterling
Louisiana
$4.8M
SWA
2066
SFMG Wealth Advisors
Texas
$4.79M
CF
2067
Convergence Financial
Missouri
$4.79M
VCAM
2068
Van Cleef Asset Management
Ohio
$4.78M
KA
2069
KLCM Advisors
Wisconsin
$4.78M
AW
2070
Alteri Wealth
California
$4.77M
NL
2071
NVWM LLC
Pennsylvania
$4.76M
TPWM
2072
Twelve Points Wealth Management
Massachusetts
$4.75M
RIA
2073
Regal Investment Advisors
Michigan
$4.75M
EWM
2074
Elevatus Welath Management
New York
$4.75M
VRM
2075
Vectors Research Management
New York
$4.75M