JPM icon

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