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JPMorgan Chase

4,726 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, 1,931 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: 945914 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,726
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
914
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
CA
2251
Cannon Advisors
North Carolina
$3.87M
WHC
2252
Wulff, Hansen & Co
California
$3.86M
CHJWM
2253
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.86M
VWS
2254
Virtus Wealth Solutions
New Jersey
$3.85M
EG
2255
Ellerson Group
Maryland
$3.85M
CPA
2256
Court Place Advisors
Maryland
$3.84M
VIA
2257
Victrix Investment Advisors
Florida
$3.84M
CWA
2258
Consilium Wealth Advisory
Texas
$3.84M
Aristotle Capital Management
2259
Aristotle Capital Management
California
$3.83M
GG
2260
Gleason Group
Kentucky
$3.83M
TS
2261
TradeWell Securities
Indiana
$3.83M
S
2262
Sunpointe
Missouri
$3.83M
WMP
2263
Wealth Management Partners
Arizona
$3.8M
LWA
2264
Lantern Wealth Advisors
New York
$3.78M
STAS
2265
Strong Tower Advisory Services
Minnesota
$3.78M
BWP
2266
BSW Wealth Partners
Colorado
$3.78M
CAM
2267
Cozad Asset Management
Illinois
$3.78M
EHWM
2268
Eads & Heald Wealth Management
Georgia
$3.77M
OIA
2269
Optimum Investment Advisors
Illinois
$3.77M
MCM
2270
Manchester Capital Management
Vermont
$3.76M
DTC
2271
Davidson Trust Company
Washington
$3.75M
LA
2272
Lindenwold Advisors
Pennsylvania
$3.75M
GCA
2273
Gallagher Capital Advisors
Texas
$3.74M
OCM
2274
Orleans Capital Management
Louisiana
$3.74M
FH
2275
FWG Holdings
Florida
$3.73M