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JPMorgan Chase

4,696 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 increasing their positions, 2,101 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:

1.17% less ownership

Funds ownership: 72.22%71.05% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
FFM
501
Fisher Funds Management
New Zealand
$62.8M
KFC
502
Klingenstein Fields & Co
New York
$62.6M
TS
503
Triglav Skladi
Slovenia
$62.2M
AWM
504
Apollon Wealth Management
South Carolina
$61.9M
NIM
505
Northeast Investment Management
Massachusetts
$61.8M
SC
506
Sculptor Capital
New York
$61.8M
MWM
507
Meridian Wealth Management
Kentucky
$61.7M
HIMC
508
Heritage Investors Management Corp
Maryland
$61.5M
Dodge & Cox
509
Dodge & Cox
California
$61.4M
HAG
510
HighPoint Advisor Group
Illinois
$60.9M
CPSAC
511
Chas P. Smith & Associates (CPS)
Florida
$60.8M
NIM
512
Nexus Investment Management
Ontario, Canada
$60.8M
MSU
513
Mizuho Securities USA
New York
$60.4M
DJSG
514
D.J. St. Germain
Massachusetts
$60M
MFAM
515
Motley Fool Asset Management
Virginia
$59.9M
IWC
516
Integrated Wealth Concepts
Massachusetts
$59.9M
FNBT
517
FineMark National Bank & Trust
Florida
$59.6M
GI
518
Gradient Investments
Minnesota
$59.4M
MCM
519
Maple Capital Management
Vermont
$59.3M
SF
520
Summit Financial
New Jersey
$59.3M
BSA
521
Braun Stacey Associates
New York
$59.2M
CSIC
522
Clifford Swan Investment Counsel
California
$58.4M
SC
523
Savant Capital
Illinois
$58.2M
HR
524
Howe & Rusling
New York
$57.7M
DILIC
525
Dai-ichi Life Insurance Company
Japan
$57.4M