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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
ARA
2451
Alexander Randolph Advisory
Virginia
$3.16M
OFS
2452
Orrstown Financial Services
Pennsylvania
$3.16M
MTWM
2453
Masso Torrence Wealth Management
New Jersey
$3.16M
SWK
2454
Stephen W. Kidder
$3.16M
WI
2455
WrapManager Inc
California
$3.15M
HWA
2456
HHM Wealth Advisors
Tennessee
$3.15M
EWM
2457
Elmwood Wealth Management
California
$3.15M
SRC
2458
Sage Rhino Capital
California
$3.15M
VIP
2459
Vista Investment Partners
Oklahoma
$3.14M
PCM
2460
Pointe Capital Management
Michigan
$3.14M
AFG
2461
Allegheny Financial Group
Pennsylvania
$3.13M
AFA
2462
AA Financial Advisors
Ohio
$3.13M
AGP
2463
Aspire Growth Partners
Florida
$3.13M
1IA
2464
1620 Investment Advisors
Massachusetts
$3.12M
KCPT
2465
Kingstone Capital Partners Texas
Texas
$3.12M
RSVP
2466
Ramsay Stattman Vela & Price
Colorado
$3.11M
MCC
2467
Money Concepts Capital
Florida
$3.11M
PIA
2468
Powell Investment Advisors
Florida
$3.11M
CG
2469
Corundum Group
Colorado
$3.1M
CWM
2470
Chesapeake Wealth Management
Virginia
$3.1M
WCM
2471
Windsor Capital Management
Arizona
$3.1M
SA
2472
Sovran Advisors
California
$3.09M
MFC
2473
Morris Financial Concepts
South Carolina
$3.09M
CE
2474
Cornerstone Enterprises
Wisconsin
$3.09M
OKSA
2475
O'Keefe Stevens Advisory
New York
$3.09M