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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
AAIM
526
American Assets Investment Management
California
$56M
GAM
527
Generali Asset Management
Italy
$56M
CCM
528
Chilton Capital Management
Texas
$55.9M
IAA
529
Independent Advisor Alliance
North Carolina
$55.9M
FNT
530
First National Trust
Pennsylvania
$55.9M
CGPCS
531
Capital Group Private Client Services
California
$55.7M
SIG
532
Senator Investment Group
New York
$55.2M
KRS
533
Kentucky Retirement Systems
Kentucky
$55M
ASN
534
Advisory Services Network
Georgia
$54.8M
FIA
535
Foundations Investment Advisors
Arizona
$54.7M
CA
536
CSM Advisors
Pennsylvania
$54.5M
LCS
537
Levin Capital Strategies
New York
$54.5M
CI
538
Cambiar Investors
Colorado
$54.4M
CA
539
Cornerstone Advisors
North Carolina
$54.3M
EGA
540
Eagle Global Advisors
Texas
$54.1M
RC
541
Randolph Company
Ohio
$54.1M
DCM
542
Discovery Capital Management
Connecticut
$53.9M
CL
543
Choreo LLC
Illinois
$53.8M
GI
544
GAMCO Investors
Connecticut
$53.7M
NCM
545
Nearwater Capital Markets
Ireland
$53.6M
OAM
546
Ostrum Asset Management
France
$53.5M
FMII
547
Farmers & Merchants Investments Inc
Nebraska
$53.4M
Squarepoint
548
Squarepoint
New York
$53.4M
SSWM
549
Smith Salley Wealth Management
North Carolina
$53.3M
CI
550
Capital International
California
$53.1M