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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 increasing their positions, 2,102 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

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

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
CTB
501
Country Trust Bank
Illinois
$62.8M
FFM
502
Fisher Funds Management
New Zealand
$62.8M
KFC
503
Klingenstein Fields & Co
New York
$62.6M
TS
504
Triglav Skladi
Slovenia
$62.2M
AWM
505
Apollon Wealth Management
South Carolina
$61.9M
NIM
506
Northeast Investment Management
Massachusetts
$61.8M
SC
507
Sculptor Capital
New York
$61.8M
MWM
508
Meridian Wealth Management
Kentucky
$61.7M
HIMC
509
Heritage Investors Management Corp
Maryland
$61.5M
Dodge & Cox
510
Dodge & Cox
California
$61.4M
HAG
511
HighPoint Advisor Group
Illinois
$60.9M
CPSAC
512
Chas P. Smith & Associates (CPS)
Florida
$60.8M
NIM
513
Nexus Investment Management
Ontario, Canada
$60.8M
MSU
514
Mizuho Securities USA
New York
$60.4M
DJSG
515
D.J. St. Germain
Massachusetts
$60M
MFAM
516
Motley Fool Asset Management
Virginia
$59.9M
IWC
517
Integrated Wealth Concepts
Massachusetts
$59.9M
FNBT
518
FineMark National Bank & Trust
Florida
$59.6M
GI
519
Gradient Investments
Minnesota
$59.4M
MCM
520
Maple Capital Management
Vermont
$59.3M
SF
521
Summit Financial
New Jersey
$59.3M
BSA
522
Braun Stacey Associates
New York
$59.2M
CSIC
523
Clifford Swan Investment Counsel
California
$58.4M
SC
524
Savant Capital
Illinois
$58.2M
HR
525
Howe & Rusling
New York
$57.7M