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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
TH
351
TCTC Holdings
Texas
$122M
CFG
352
Citizens Financial Group
Rhode Island
$120M
WGAM
353
Wilkinson Global Asset Management
New York
$120M
ESBC
354
E.S. Barr & Co
Kentucky
$118M
NYLIM
355
New York Life Investment Management
New York
$118M
CIS
356
Capital International Sarl
California
$117M
RMDI
357
R.M. Davis Inc
Maine
$116M
AF
358
Allworth Financial
California
$116M
PAG
359
Private Advisor Group
New Jersey
$115M
SFA
360
Sequoia Financial Advisors
Ohio
$115M
CFB
361
Cullen/Frost Bankers
Texas
$115M
WP
362
Woodline Partners
California
$115M
Vontobel Holding
363
Vontobel Holding
Switzerland
$114M
OIAM
364
OFI Invest Asset Management
France
$114M
HW
365
Hancock Whitney
Mississippi
$114M
BCM
366
Becker Capital Management
Oregon
$113M
Wealthfront Advisers
367
Wealthfront Advisers
California
$113M
UCFA
368
United Capital Financial Advisors
Texas
$113M
PWP
369
Principle Wealth Partners
Connecticut
$112M
SYBT
370
Stock Yards Bank & Trust
Kentucky
$112M
BAM
371
Berkshire Asset Management
Pennsylvania
$112M
CAM
372
Cresset Asset Management
Illinois
$111M
YCM
373
Yousif Capital Management
Michigan
$111M
WPC
374
Waters Parkerson & Co
Louisiana
$110M
DCM
375
Donaldson Capital Management
Indiana
$108M