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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
FFG
2401
Fortem Financial Group
California
$3.31M
TAM
2402
Trillium Asset Management
Massachusetts
$3.3M
HAM
2403
Harmony Asset Management
Arizona
$3.3M
OFS
2404
OMC Financial Services
New York
$3.29M
PMFA
2405
Plante Moran Financial Advisors
Michigan
$3.29M
CAM
2406
Cacti Asset Management
Georgia
$3.29M
KSB
2407
Kennebec Savings Bank
Maine
$3.29M
PFG
2408
Prosperity Financial Group
California
$3.28M
WCM
2409
WealthBridge Capital Management
Ohio
$3.27M
OIM
2410
Oder Investment Management
California
$3.27M
NCM
2411
Neumann Capital Management
California
$3.26M
HNB
2412
Hilltop National Bank
Wyoming
$3.26M
TWP
2413
Triad Wealth Partners
Kansas
$3.26M
ECM
2414
ExodusPoint Capital Management
New York
$3.26M
BAM
2415
Byrne Asset Management
New Jersey
$3.26M
AA
2416
Alesco Advisors
New York
$3.25M
GGA
2417
Granite Group Advisors
Connecticut
$3.25M
ACL
2418
Applied Capital LLC
Florida
$3.25M
HWM
2419
Hemington Wealth Management
Virginia
$3.24M
BLFG
2420
Brian Low Financial Group
Louisiana
$3.24M
AC
2421
Annandale Capital
Texas
$3.24M
FF
2422
Farrow Financial
Vermont
$3.23M
CPA
2423
Capital Performance Advisors
California
$3.23M
AA
2424
Addison Advisors
Vermont
$3.23M
IWM
2425
Iams Wealth Management
Nebraska
$3.23M