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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
CS
451
Cannell & Spears
New York
$75.4M
VVP
452
Venture Visionary Partners
Ohio
$75.2M
T. Rowe Price Investment Management
453
T. Rowe Price Investment Management
Maryland
$74.7M
RIG
454
RiverFront Investment Group
Virginia
$74.6M
KB
455
Kimelman & Baird
New York
$74.3M
ACM
456
Argent Capital Management
Missouri
$73.8M
WIA
457
World Investment Advisors
California
$73.7M
CIA
458
Capital Investment Advisors
Georgia
$73M
WT
459
Washington Trust
Rhode Island
$72.6M
IIM
460
INTECH Investment Management
Florida
$72.4M
BCI
461
Brinker Capital Investments
Pennsylvania
$72.3M
JIC
462
Johnson Investment Counsel
Ohio
$72.2M
SIC
463
Salem Investment Counselors
North Carolina
$72.1M
WA
464
Waverly Advisors
Alabama
$71.9M
ZIC
465
ZWJ Investment Counsel
Georgia
$71.8M
DRZID
466
DePrince Race & Zollo Inc (DRZ)
Florida
$71.6M
CVA
467
Ceredex Value Advisors
Florida
$71.3M
EMPI
468
Elo Mutual Pension Insurance
Finland
$71.2M
MSR
469
Main Street Research
Connecticut
$70.9M
AI
470
Atria Investments
North Carolina
$70.1M
MWM
471
Modera Wealth Management
New Jersey
$70.1M
KIA
472
KCM Investment Advisors
California
$69.1M
BB
473
Busey Bank
Illinois
$68.8M
GKIM
474
GW&K Investment Management
Massachusetts
$68.8M
VLKIM
475
Van Lanschot Kempen Investment Management
Netherlands
$68.3M