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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
AWC
2201
Abundance Wealth Counselors
Pennsylvania
$4.11M
GCC
2202
Guardian Capital (Canada)
Ontario, Canada
$4.11M
OHWP
2203
Oak Harbor Wealth Partners
North Carolina
$4.11M
HBT
2204
Heartland Bank & Trust
Illinois
$4.11M
PBO
2205
Peoples Bank (Ohio)
Ohio
$4.11M
UM
2206
Ulysses Management
New York
$4.1M
EAM
2207
EULAV Asset Management
Florida
$4.1M
AW
2208
Alaethes Wealth
Nevada
$4.09M
MA
2209
MCF Advisors
Kentucky
$4.08M
CPWA
2210
Cerro Pacific Wealth Advisors
California
$4.08M
BB
2211
Burford Brothers
Texas
$4.06M
FNBOH
2212
First National Bank of Hutchinson
Kansas
$4.05M
GSWM
2213
Golden State Wealth Management
California
$4.05M
VC
2214
Vicus Capital
Pennsylvania
$4.04M
BFA
2215
Brendel Financial Advisors
New Hampshire
$4.04M
MAMU
2216
Myriad Asset Management US
Florida
$4.03M
OWP
2217
ORG Wealth Partners
Texas
$4.02M
RPGK
2218
Retirement Planning Group (Kansas)
Kansas
$4.02M
MWM
2219
MGB Wealth Management
Texas
$4.01M
GWM
2220
Greenwich Wealth Management
Connecticut
$4.01M
AWM
2221
Ameliora Wealth Management
Switzerland
$4.01M
CIM
2222
Caldwell Investment Management
Ontario, Canada
$4.01M
CG
2223
Cynosure Group
Utah
$4.01M
HIMS
2224
Hager Investment Management Services
New Hampshire
$4M
CA
2225
CGN Advisors
Kansas
$4M