JPM icon

JPMorgan Chase

4,696 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,101 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:

1.17% less ownership

Funds ownership: 72.22%71.05% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.9B
Puts
$12.4B
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
Pzena Investment Management
376
Pzena Investment Management
New York
$107M
IMCOOI
377
Investment Management Corp of Ontario (IMCO)
Canada
$107M
HF
378
HRT Financial
New York
$106M
MGP
379
M&G plc
United Kingdom
$105M
PNC
380
Park National Corp
Ohio
$105M
ACI
381
Alpha Cubed Investments
California
$105M
FT
382
Fiduciary Trust
Massachusetts
$104M
FLPIM
383
F.L. Putnam Investment Management
Massachusetts
$103M
PFP
384
Pinnacle Financial Partners
Tennessee
$102M
EOJOAM
385
E. Ohman J:or Asset Management
Sweden
$101M
MOACM
386
Mutual of America Capital Management
New York
$100M
BPA
387
Beacon Pointe Advisors
California
$100M
MFIM
388
Mesirow Financial Investment Management
Illinois
$99.8M
OPERF
389
Oregon Public Employees Retirement Fund
Oregon
$99.1M
WTC
390
WhitTier Trust Company
Nevada
$98M
KPWS
391
Kestra Private Wealth Services
Texas
$97.5M
WB
392
WesBanco Bank
West Virginia
$97.5M
NIM
393
NEOS Investment Management
Connecticut
$97.1M
Lazard Asset Management
394
Lazard Asset Management
New York
$96.7M
SF
395
Synovus Financial
Georgia
$96.7M
ACA
396
Aptus Capital Advisors
Alabama
$96.5M
MSE
397
MUFG Securities EMEA
United Kingdom
$96.2M
First Manhattan
398
First Manhattan
New York
$96.1M
RBI
399
Raiffeisen Bank International
Austria
$95.4M
AUB
400
Atlantic Union Bankshares
Virginia
$95.4M