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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
OC
501
Oakworth Capital
Alabama
$62.9M
MLL
502
Moody Lynn & Lieberson
Massachusetts
$62.8M
CTB
503
Country Trust Bank
Illinois
$62.8M
FFM
504
Fisher Funds Management
New Zealand
$62.8M
KFC
505
Klingenstein Fields & Co
New York
$62.6M
TS
506
Triglav Skladi
Slovenia
$62.2M
AWM
507
Apollon Wealth Management
South Carolina
$61.9M
NIM
508
Northeast Investment Management
Massachusetts
$61.8M
SC
509
Sculptor Capital
New York
$61.8M
MWM
510
Meridian Wealth Management
Kentucky
$61.7M
HIMC
511
Heritage Investors Management Corp
Maryland
$61.5M
Dodge & Cox
512
Dodge & Cox
California
$61.4M
HAG
513
HighPoint Advisor Group
Illinois
$60.9M
CPSAC
514
Chas P. Smith & Associates (CPS)
Florida
$60.8M
NIM
515
Nexus Investment Management
Ontario, Canada
$60.8M
MSU
516
Mizuho Securities USA
New York
$60.4M
DJSG
517
D.J. St. Germain
Massachusetts
$60M
MFAM
518
Motley Fool Asset Management
Virginia
$59.9M
IWC
519
Integrated Wealth Concepts
Massachusetts
$59.9M
FNBT
520
FineMark National Bank & Trust
Florida
$59.6M
GI
521
Gradient Investments
Minnesota
$59.4M
MCM
522
Maple Capital Management
Vermont
$59.3M
SF
523
Summit Financial
New Jersey
$59.3M
BSA
524
Braun Stacey Associates
New York
$59.2M
CSIC
525
Clifford Swan Investment Counsel
California
$58.4M