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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
BC
2376
Barrett & Company
Rhode Island
$3.37M
VNA
2377
Valley National Advisers
Pennsylvania
$3.37M
CCA
2378
Childress Capital Advisors
Texas
$3.37M
GCM
2379
GKV Capital Management
California
$3.36M
BHA
2380
Beech Hill Advisors
New York
$3.36M
BIA
2381
Bigelow Investment Advisors
Maine
$3.36M
FCAS
2382
First Command Advisory Services
Texas
$3.36M
MW
2383
MBL Wealth
North Carolina
$3.36M
SSA
2384
Sierra Summit Advisors
Nevada
$3.35M
RIM
2385
RW Investment Management
Idaho
$3.35M
6F
2386
626 Financial
Michigan
$3.35M
SC
2387
Shuttleworth & Co
Ohio
$3.34M
HCM
2388
HMS Capital Management
Tennessee
$3.34M
IWS
2389
Insight Wealth Strategies
California
$3.34M
PCS
2390
Personal CFO Solutions
New Jersey
$3.34M
BOJHT
2391
Bank of Jackson Hole Trust
Wyoming
$3.34M
FP
2392
Financial Perspectives
Minnesota
$3.33M
SFG
2393
Shum Financial Group
California
$3.33M
CAL
2394
Capital Advisors Ltd
Ohio
$3.32M
BWP
2395
Balboa Wealth Partners
Arizona
$3.32M
USWG
2396
U.S. Wealth Group
New York
$3.32M
BFA
2397
Blueprint Financial Advisors
North Carolina
$3.32M
SGM
2398
Skye Global Management
Florida
$3.31M
BWA
2399
Blodgett Wealth Advisors
California
$3.31M
HBW
2400
Hazlett, Burt & Watson
West Virginia
$3.31M