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JPMorgan Chase

4,669 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,909 increasing their positions, 2,086 reducing their positions, and 101 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: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.09% less ownership

Funds ownership: 72.1%71.01% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 939908 (-31)

12% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.3B

Holders
4,669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
908
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
Puts
$12.3B
Net Calls
Net Calls Change

Top Buyers

1 +$1.22B
2 +$1.04B
3 +$667M
4
Holocene Advisors
Holocene Advisors
New York
+$620M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$462M

Top Sellers

1 -$2.12B
2 -$1.91B
3 -$1.04B
4
UBS AM
UBS AM
Illinois
-$1.03B
5
Citadel Advisors
Citadel Advisors
Florida
-$721M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
251
LSV Asset Management
Illinois
$201M
Kovitz Investment Group Partners
252
Kovitz Investment Group Partners
Illinois
$201M
WT
253
Whittier Trust
California
$200M
Allspring Global Investments
254
Allspring Global Investments
North Carolina
$199M
UBP
255
Union Bancaire Privee
Switzerland
$193M
AAB
256
ABN AMRO Bank
Netherlands
$192M
SCM
257
Smead Capital Management
Arizona
$190M
DSA
258
Davis Selected Advisers
Arizona
$188M
BMSSC
259
B. Metzler seel. Sohn & Co
Germany
$187M
EWM
260
Evercore Wealth Management
New York
$186M
Lido Advisors
261
Lido Advisors
California
$186M
CS
262
Clear Street
New York
$184M
BNP Paribas Asset Management
263
BNP Paribas Asset Management
France
$183M
SIG
264
Stonegate Investment Group
Alabama
$183M
DC
265
Davenport & Co
Virginia
$183M
PGFC
266
Peapack-Gladstone Financial Corp
New Jersey
$182M
WJWM
267
Williams Jones Wealth Management
New York
$180M
Los Angeles Capital Management
268
Los Angeles Capital Management
California
$180M
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$179M
ZIG
270
Zurich Insurance Group
Switzerland
$179M
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$178M
CAI
272
Capital Advisors Inc
Oklahoma
$177M
DK
273
DJE Kapital
Germany
$175M
ERSOT
274
Employees Retirement System of Texas
Texas
$174M
MSV
275
MN Services Vermogensbeheer
Netherlands
$173M