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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
CFG
2101
Chapman Financial Group
Hawaii
$4.61M
PFSC
2102
Peoples Financial Services Corp
Pennsylvania
$4.6M
SICM
2103
Sustainable Insight Capital Management
New York
$4.6M
PWM
2104
Peterson Wealth Management
Nevada
$4.6M
OBWG
2105
Onyx Bridge Wealth Group
New York
$4.59M
MWP
2106
Meriwether Wealth & Planning
Louisiana
$4.59M
PF
2107
Prosperitas Financial
California
$4.59M
RMP
2108
Richards, Merrill & Peterson
Washington
$4.58M
AA
2109
Alta Advisers
United Kingdom
$4.58M
WC
2110
Weil Company
California
$4.58M
HWP
2111
Highline Wealth Partners
California
$4.58M
PWAM
2112
Pinnacle West Asset Management
Wyoming
$4.57M
HIIFS
2113
Harel Insurance Investments & Financial Services
Israel
$4.57M
PWMG
2114
Prestige Wealth Management Group
New Jersey
$4.57M
JHCP
2115
Jackson Hole Capital Partners
Oklahoma
$4.57M
SI
2116
Saxon Interests
Texas
$4.55M
EAM
2117
Empirical Asset Management
Massachusetts
$4.55M
TAM
2118
Titleist Asset Management
Texas
$4.54M
WCM
2119
Weik Capital Management
Pennsylvania
$4.53M
MIM
2120
Marshall Investment Management
Colorado
$4.53M
EPIME
2121
Evelyn Partners Investment Management (Europe)
$4.52M
GSWM
2122
Greenup Street Wealth Management
Michigan
$4.51M
TAFW
2123
Tred Avon Family Wealth
Maryland
$4.51M
BAM
2124
BOS Asset Management
Illinois
$4.49M
MPWS
2125
McCarter Private Wealth Services
Massachusetts
$4.49M