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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
RBFC
2326
Roman Butler Fullerton & Co
Missouri
$3.56M
FMP
2327
Financial Management Professionals
Texas
$3.56M
BMWS
2328
Brady Martz Wealth Solutions
North Dakota
$3.55M
SFWA
2329
Summit Financial Wealth Advisors
Louisiana
$3.54M
AFM
2330
Aspetuck Financial Management
Connecticut
$3.54M
CMI
2331
Clare Market Investments
Texas
$3.53M
GSC
2332
G&S Capital
Colorado
$3.53M
CFA
2333
Camarda Financial Advisors
Florida
$3.52M
CWM
2334
Cranbrook Wealth Management
Michigan
$3.52M
MAWA
2335
Moss Adams Wealth Advisors
Washington
$3.51M
CWS
2336
Cypress Wealth Services
California
$3.51M
PFWA
2337
Paces Ferry Wealth Advisors
Georgia
$3.5M
CWA
2338
Crux Wealth Advisors
California
$3.5M
OHWA
2339
Oak Hill Wealth Advisors
Virginia
$3.5M
IP
2340
Ignite Planners
California
$3.49M
SL
2341
Sentinus LLC
Illinois
$3.49M
FFA
2342
Fortune Financial Advisors
Kansas
$3.49M
PWMG
2343
Pinnacle Wealth Management Group
Michigan
$3.49M
YP
2344
YANKCOM Partnership
South Dakota
$3.48M
SFS
2345
Solitude Financial Services
Virginia
$3.48M
MCWA
2346
Meadow Creek Wealth Advisors
Georgia
$3.48M
SA
2347
Scarborough Advisors
Maryland
$3.47M
FCA
2348
Fortis Capital Advisors
Kansas
$3.47M
MHIC
2349
Marble Harbor Investment Counsel
Massachusetts
$3.46M
SFC
2350
SYM Financial Corp
Indiana
$3.46M