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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
SEP
2126
Southland Equity Partners
Missouri
$4.49M
PWA
2127
Phoenix Wealth Advisors
North Carolina
$4.48M
SC
2128
Sawyer & Company
Massachusetts
$4.48M
AIA
2129
Affinity Investment Advisors
California
$4.48M
KJWM
2130
Kiley Juergens Wealth Management
Washington
$4.48M
CPC
2131
Congress Park Capital
New York
$4.47M
RWP
2132
Revolve Wealth Partners
New Jersey
$4.47M
PCH
2133
PGIM Custom Harvest
New Jersey
$4.47M
JFG
2134
Jefferies Financial Group
New York
$4.47M
WG
2135
Winton Group
United Kingdom
$4.46M
FFO
2136
Fiduciary Family Office
Florida
$4.46M
SN
2137
Sittner & Nelson
Oregon
$4.46M
BFA
2138
Beacon Financial Advisory
Ohio
$4.45M
WAM
2139
Weatherly Asset Management
California
$4.45M
BFIC
2140
Bedell Frazier Investment Counselling
California
$4.44M
SP
2141
SWS Partners
Ohio
$4.44M
OWM
2142
Orca Wealth Management
Florida
$4.44M
AMIM
2143
Aull & Monroe Investment Management
Alabama
$4.43M
BTD
2144
BankPlus Trust Department
Mississippi
$4.42M
SOS
2145
Silver Oak Securities
Tennessee
$4.42M
CIM
2146
CIM Investment Management
Pennsylvania
$4.41M
QI
2147
QV Investors
Alberta, Canada
$4.41M
TLCM
2148
Twin Lakes Capital Management
California
$4.4M
DI
2149
DAGCO Inc
Ohio
$4.4M
UPS
2150
UHLMANN PRICE SECURITIES
Illinois
$4.39M