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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
ESBC
351
E.S. Barr & Co
Kentucky
$118M
CAM
352
Cresset Asset Management
Illinois
$118M
NYLIM
353
New York Life Investment Management
New York
$118M
CIS
354
Capital International Sarl
California
$117M
RMDI
355
R.M. Davis Inc
Maine
$116M
AF
356
Allworth Financial
California
$116M
PAG
357
Private Advisor Group
New Jersey
$115M
SFA
358
Sequoia Financial Advisors
Ohio
$115M
CFB
359
Cullen/Frost Bankers
Texas
$115M
WP
360
Woodline Partners
California
$115M
Vontobel Holding
361
Vontobel Holding
Switzerland
$114M
OIAM
362
OFI Invest Asset Management
France
$114M
HW
363
Hancock Whitney
Mississippi
$114M
BCM
364
Becker Capital Management
Oregon
$113M
Wealthfront Advisers
365
Wealthfront Advisers
California
$113M
UCFA
366
United Capital Financial Advisors
Texas
$113M
PWP
367
Principle Wealth Partners
Connecticut
$112M
SYBT
368
Stock Yards Bank & Trust
Kentucky
$112M
BAM
369
Berkshire Asset Management
Pennsylvania
$112M
YCM
370
Yousif Capital Management
Michigan
$111M
WPC
371
Waters Parkerson & Co
Louisiana
$110M
DCM
372
Donaldson Capital Management
Indiana
$108M
GF
373
Gabelli Funds
New York
$108M
VDI
374
Vaughan David Investments
Illinois
$107M
Pzena Investment Management
375
Pzena Investment Management
New York
$107M