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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
SCA
2426
Sandy Cove Advisors
Massachusetts
$3.23M
WWM
2427
Wolff Wiese Magana
California
$3.23M
HTHT
2428
Hemenway Trust Hemenway Trust
New Hampshire
$3.23M
ACM
2429
Arcataur Capital Management
Wisconsin
$3.22M
SFS
2430
Summit Financial Strategies
Ohio
$3.22M
JF
2431
JSF Financial
California
$3.22M
HNWAG
2432
High Net Worth Advisory Group
Florida
$3.21M
APW
2433
Austin Private Wealth
Texas
$3.21M
SIG
2434
Sky Investment Group
Connecticut
$3.21M
KCM
2435
Kathmere Capital Management
Pennsylvania
$3.21M
BTWM
2436
Brass Tax Wealth Management
Ohio
$3.21M
UAML
2437
US Asset Management LLC
Pennsylvania
$3.2M
HAIM
2438
Hunter Associates Investment Management
Pennsylvania
$3.19M
VAG
2439
VisionPoint Advisory Group
Texas
$3.19M
ISWM
2440
Independent Solutions Wealth Management
New York
$3.19M
BST
2441
Bath Savings Trust
Maine
$3.19M
PL
2442
Plancorp LLC
Missouri
$3.18M
RFA
2443
ROI Financial Advisors
Oregon
$3.18M
SCM
2444
Spreng Capital Management
Ohio
$3.18M
PHS
2445
Pekin Hardy Strauss
Illinois
$3.18M
EFH
2446
Eaton Financial Holdings
Florida
$3.18M
FBT
2447
First Bank & Trust
South Dakota
$3.17M
LF
2448
LifeSteps Financial
California
$3.17M
HP
2449
Hilltop Partners
Indiana
$3.17M
YWS
2450
Yarger Wealth Strategies
Ohio
$3.16M