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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 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:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
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 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
451
Dakota Wealth Management
Florida
$75.4M
CS
452
Cannell & Spears
New York
$75.4M
VVP
453
Venture Visionary Partners
Ohio
$75.2M
T. Rowe Price Investment Management
454
T. Rowe Price Investment Management
Maryland
$74.7M
RIG
455
RiverFront Investment Group
Virginia
$74.6M
KB
456
Kimelman & Baird
New York
$74.3M
ACM
457
Argent Capital Management
Missouri
$73.8M
WIA
458
World Investment Advisors
California
$73.7M
CIA
459
Capital Investment Advisors
Georgia
$73M
WT
460
Washington Trust
Rhode Island
$72.6M
IIM
461
INTECH Investment Management
Florida
$72.4M
BCI
462
Brinker Capital Investments
Pennsylvania
$72.3M
JIC
463
Johnson Investment Counsel
Ohio
$72.2M
SIC
464
Salem Investment Counselors
North Carolina
$72.1M
WA
465
Waverly Advisors
Alabama
$71.9M
ZIC
466
ZWJ Investment Counsel
Georgia
$71.8M
DRZID
467
DePrince Race & Zollo Inc (DRZ)
Florida
$71.6M
CVA
468
Ceredex Value Advisors
Florida
$71.3M
EMPI
469
Elo Mutual Pension Insurance
Finland
$71.2M
MSR
470
Main Street Research
Connecticut
$70.9M
AI
471
Atria Investments
North Carolina
$70.1M
MWM
472
Modera Wealth Management
New Jersey
$70.1M
KIA
473
KCM Investment Advisors
California
$69.1M
BB
474
Busey Bank
Illinois
$68.8M
GKIM
475
GW&K Investment Management
Massachusetts
$68.8M