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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
BCG
2151
Breakwater Capital Group
New Jersey
$4.39M
DAM
2152
Delta Asset Management
Tennessee
$4.39M
FIM
2153
FWL Investment Management
Texas
$4.38M
HIC
2154
Hartline Investment Corp
Illinois
$4.38M
BI
2155
Ballast Inc
Kentucky
$4.37M
QC
2156
Quent Capital
New York
$4.37M
GP
2157
Greenline Partners
New York
$4.37M
FDS
2158
First Dallas Securities
Texas
$4.36M
BCM
2159
Beck Capital Management
Texas
$4.36M
LCGC
2160
Legacy Capital Group California
California
$4.35M
PEA
2161
Park Edge Advisors
Ohio
$4.35M
MWM
2162
Marion Wealth Management
Pennsylvania
$4.35M
LIM
2163
Loudon Investment Management
New Hampshire
$4.34M
PMA
2164
Prudent Man Advisors
Illinois
$4.32M
FWP
2165
Falcon Wealth Planning
California
$4.32M
FFA
2166
Florida Financial Advisors
Florida
$4.32M
OMC
2167
Overbrook Management Corp
New York
$4.3M
AFS
2168
Aft Forsyth & Sober
Florida
$4.29M
SIC
2169
Sterling Investment Counsel
New York
$4.28M
WAAG
2170
Wealth Alliance Advisory Group
Kansas
$4.28M
SWMP
2171
Signature Wealth Management Partners
New Jersey
$4.27M
CA
2172
Cornerstone Advisory
Maryland
$4.26M
AM
2173
Account Management
Massachusetts
$4.26M
IIL
2174
Insight Inv LLC
California
$4.26M
RWS
2175
Resolute Wealth Strategies
Mississippi
$4.26M