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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
ZI
2076
ZEGA Investments
Florida
$4.74M
SWMG
2077
Stillwater Wealth Management Group
Florida
$4.74M
FFS
2078
Founders Financial Securities
Maryland
$4.74M
BL
2079
Bleichroeder LP
New York
$4.73M
GS
2080
GTS Securities
New York
$4.73M
IHL
2081
Investment House LLC
California
$4.73M
LWM
2082
Lodestone Wealth Management
Washington
$4.72M
EW
2083
Elyxium Wealth
California
$4.71M
MGWM
2084
Marks Group Wealth Management
Minnesota
$4.7M
IIA
2085
Integral Investment Advisors
California
$4.7M
CP
2086
Canopy Partners
Ohio
$4.7M
MPW
2087
MASECO Private Wealth
$4.69M
VWM
2088
VCI Wealth Management
Missouri
$4.69M
AWM
2089
Aberdeen Wealth Management
Illinois
$4.68M
FFS
2090
Flavin Financial Services
Florida
$4.68M
TAP
2091
Tounjian Advisory Partners
Florida
$4.68M
REMPR
2092
Roof Eidam Maycock Peralta (REMP)
California
$4.67M
BCM
2093
Brasada Capital Management
Texas
$4.66M
SGI
2094
Summit Global Investments
Utah
$4.66M
BCFD
2095
Boit C.F. David
$4.65M
QWP
2096
Quotient Wealth Partners
Texas
$4.64M
HCM
2097
Hicks Capital Management
Ohio
$4.63M
QPWM
2098
Quadrant Private Wealth Management
Pennsylvania
$4.63M
BCI
2099
Blue Capital Inc
Nebraska
$4.61M
NF
2100
Nvest Financial
New Hampshire
$4.61M