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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
SPWM
2351
Schrum Private Wealth Management
Florida
$3.46M
RA
2352
Rockingstone Advisors
Massachusetts
$3.46M
WPA
2353
West Paces Advisors
Georgia
$3.46M
I
2354
INVST
Indiana
$3.44M
RWA
2355
Redhawk Wealth Advisors
Minnesota
$3.44M
GMFG
2356
Greater Midwest Financial Group
Minnesota
$3.42M
CPA
2357
Capital Planning Advisors
California
$3.42M
MSWM
2358
McGlone Suttner Wealth Management
Wisconsin
$3.42M
XT
2359
XTX Topco
Cayman Islands
$3.42M
LWMM
2360
Legacy Wealth Management (Mississippi)
Mississippi
$3.42M
GDCMGL
2361
Galaxy Digital Capital Management GP LLC
New York
$3.42M
PCMN
2362
Paradigm Capital Management (Nevada)
Nevada
$3.42M
FCFC
2363
First Citizens Financial Corp
Iowa
$3.41M
UCB
2364
United Community Bank
South Carolina
$3.41M
FWM
2365
Focused Wealth Management
New York
$3.41M
SCG
2366
Sonata Capital Group
Washington
$3.41M
LIM
2367
Letson Investment Management
Georgia
$3.4M
KNW
2368
Kesler Norman & Wride
Utah
$3.4M
SEEDPG
2369
S.E.E.D. Planning Group
New York
$3.4M
FFC
2370
First Financial Corp
Indiana
$3.39M
Members Trust
2371
Members Trust
Florida
$3.39M
SIS
2372
Sound Income Strategies
Florida
$3.39M
CA
2373
Continental Advisors
Utah
$3.39M
CPRC
2374
Consolidated Portfolio Review Corp
New York
$3.39M
BA
2375
Birinyi Associates
Connecticut
$3.38M