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JPMorgan Chase

4,725 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, 1,930 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: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
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
DLA
251
Douglas Lane & Associates
New York
$204M
AAMU
252
AEGON Asset Management (UK)
United Kingdom
$203M
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$202M
LSV Asset Management
254
LSV Asset Management
Illinois
$201M
Kovitz Investment Group Partners
255
Kovitz Investment Group Partners
Illinois
$201M
WT
256
Whittier Trust
California
$200M
Allspring Global Investments
257
Allspring Global Investments
North Carolina
$199M
UBP
258
Union Bancaire Privee
Switzerland
$193M
AAB
259
ABN AMRO Bank
Netherlands
$192M
SCM
260
Smead Capital Management
Arizona
$190M
DSA
261
Davis Selected Advisers
Arizona
$188M
BMSSC
262
B. Metzler seel. Sohn & Co
Germany
$187M
EWM
263
Evercore Wealth Management
New York
$186M
Lido Advisors
264
Lido Advisors
California
$186M
CS
265
Clear Street
New York
$184M
BNP Paribas Asset Management
266
BNP Paribas Asset Management
France
$183M
SIG
267
Stonegate Investment Group
Alabama
$183M
DC
268
Davenport & Co
Virginia
$183M
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$182M
WJWM
270
Williams Jones Wealth Management
New York
$180M
Los Angeles Capital Management
271
Los Angeles Capital Management
California
$180M
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$179M
ZIG
273
Zurich Insurance Group
Switzerland
$179M
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$178M
CAI
275
Capital Advisors Inc
Oklahoma
$177M