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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
GFI
326
Global Frontier Investments
South Carolina
$135M
ACM
327
Advisors Capital Management
New Jersey
$135M
WHG
328
Westwood Holdings Group
Texas
$133M
QCM
329
QRG Capital Management
Illinois
$133M
UB
330
UMB Bank
Missouri
$132M
A
331
AustralianSuper
Australia
$131M
VRS
332
Virginia Retirement Systems
Virginia
$130M
DADC
333
D.A. Davidson & Co
Montana
$130M
CRC
334
Curi RMB Capital
Illinois
$130M
GT
335
Glenview Trust
Kentucky
$128M
OC
336
Oppenheimer & Co
New York
$127M
MIF
337
Mediolanum International Funds
Ireland
$127M
GPA
338
Guidance Point Advisors
Massachusetts
$127M
HR
339
Hardy Reed
Mississippi
$126M
BCIM
340
British Columbia Investment Management
British Columbia, Canada
$126M
CIC
341
Carnegie Investment Counsel
Ohio
$126M
X
342
Xponance
Pennsylvania
$126M
IC
343
IEQ Capital
California
$126M
TI
344
Tidal Investments
Wisconsin
$126M
BMO
345
Beck Mack & Oliver
New York
$126M
SI
346
Stephens Inc
Arkansas
$125M
ABC
347
Associated Banc-Corp
Wisconsin
$125M
RWP
348
RWA Wealth Partners
Massachusetts
$123M
Capital Fund Management (CFM)
349
Capital Fund Management (CFM)
France
$123M
EAM
350
Erste Asset Management
Austria
$122M