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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
ACM
2226
Allred Capital Management
Texas
$4M
WA
2227
WBH Advisory
Maryland
$3.99M
AWA
2228
Acorn Wealth Advisors
Michigan
$3.99M
MCM
2229
Monument Capital Management
Virginia
$3.99M
JWM
2230
Jeppson Wealth Management
California
$3.98M
CPSC
2231
Carl P. Sherr & Co
Massachusetts
$3.97M
AA
2232
Aire Advisors
California
$3.97M
MASUI
2233
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.97M
EBWM
2234
Eagle Bluffs Wealth Management
Missouri
$3.97M
PWC
2235
PYA Waltman Capital
Tennessee
$3.96M
PWP
2236
Precedent Wealth Partners
Texas
$3.96M
BWM
2237
Bernard Wealth Management
Michigan
$3.96M
CA
2238
Crewe Advisors
Utah
$3.95M
CP
2239
Cumberland Partners
Ontario, Canada
$3.95M
AA
2240
Advisory Alpha
Michigan
$3.94M
NHC
2241
Nicholas Hoffman & Company
Georgia
$3.94M
CWA
2242
Canvas Wealth Advisors
Kansas
$3.94M
BSAM
2243
Blue Square Asset Management
New York
$3.93M
MLA
2244
MB, Levis & Associates
Pennsylvania
$3.9M
BFG
2245
Berger Financial Group
Minnesota
$3.9M
ILI
2246
Invesco LLC (Illinois)
Illinois
$3.89M
AFC
2247
AFT Forsyth & Company
Florida
$3.89M
AP
2248
Advisors Preferred
Maryland
$3.88M
EWA
2249
Etesian Wealth Advisors
Oregon
$3.88M
NFA
2250
Northern Financial Advisors
Michigan
$3.87M