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JPMorgan Chase

4,670 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, 2,087 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
4,670
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
KFC
501
Klingenstein Fields & Co
New York
$62.6M
TS
502
Triglav Skladi
Slovenia
$62.2M
AWM
503
Apollon Wealth Management
South Carolina
$61.9M
NIM
504
Northeast Investment Management
Massachusetts
$61.8M
SC
505
Sculptor Capital
New York
$61.8M
MWM
506
Meridian Wealth Management
Kentucky
$61.7M
HIMC
507
Heritage Investors Management Corp
Maryland
$61.5M
Dodge & Cox
508
Dodge & Cox
California
$61.4M
HAG
509
HighPoint Advisor Group
Illinois
$60.9M
CPSAC
510
Chas P. Smith & Associates (CPS)
Florida
$60.8M
NIM
511
Nexus Investment Management
Ontario, Canada
$60.8M
MSU
512
Mizuho Securities USA
New York
$60.4M
DJSG
513
D.J. St. Germain
Massachusetts
$60M
MFAM
514
Motley Fool Asset Management
Virginia
$59.9M
IWC
515
Integrated Wealth Concepts
Massachusetts
$59.9M
FNBT
516
FineMark National Bank & Trust
Florida
$59.6M
GI
517
Gradient Investments
Minnesota
$59.4M
MCM
518
Maple Capital Management
Vermont
$59.3M
SF
519
Summit Financial
New Jersey
$59.3M
BSA
520
Braun Stacey Associates
New York
$59.2M
CSIC
521
Clifford Swan Investment Counsel
California
$58.4M
SC
522
Savant Capital
Illinois
$58.2M
HR
523
Howe & Rusling
New York
$57.7M
DILIC
524
Dai-ichi Life Insurance Company
Japan
$57.4M
LFG
525
Lazard Frères Gestion
France
$57M