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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
OCPWS
2176
One Charles Private Wealth Services
Massachusetts
$4.25M
TCPW
2177
Twin City Private Wealth
North Carolina
$4.24M
SIA
2178
Schear Investment Advisers
Ohio
$4.24M
AIC
2179
Argus Investors Counsel
New York
$4.24M
JSAM
2180
J. Safra Asset Management
New York
$4.23M
HCM
2181
Highview Capital Management
Illinois
$4.22M
AT
2182
Arlington Trust
Alabama
$4.22M
RHP
2183
Royal Harbor Partners
Texas
$4.22M
WA
2184
Wealth Architects
California
$4.21M
WA
2185
Waddell & Associates
Tennessee
$4.2M
AWA
2186
Alta Wealth Advisors
Massachusetts
$4.2M
NAMP
2187
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.2M
ALAM
2188
Asahi Life Asset Management
Japan
$4.2M
SFS
2189
Stiles Financial Services
Minnesota
$4.19M
LWP
2190
LMG Wealth Partners
Louisiana
$4.19M
TPW
2191
Turn8 Private Wealth
$4.19M
SAMT
2192
Select Asset Management & Trust
Pennsylvania
$4.18M
GWM
2193
GSB Wealth Management
Connecticut
$4.18M
WCM
2194
Winthrop Capital Management
Indiana
$4.17M
LA
2195
LM Advisors
California
$4.15M
PCA
2196
Purkiss Capital Advisors
Connecticut
$4.14M
CIM
2197
Chapman Investment Management
California
$4.14M
GFPC
2198
Global Financial Private Client
Florida
$4.13M
BFA
2199
Benedict Financial Advisors
Georgia
$4.12M
TIA
2200
Traphagen Investment Advisors
New Jersey
$4.12M