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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
HR
526
Howe & Rusling
New York
$57.7M
DILIC
527
Dai-ichi Life Insurance Company
Japan
$57.4M
LFG
528
Lazard Frères Gestion
France
$57M
AAIM
529
American Assets Investment Management
California
$56M
GAM
530
Generali Asset Management
Italy
$56M
CCM
531
Chilton Capital Management
Texas
$55.9M
IAA
532
Independent Advisor Alliance
North Carolina
$55.9M
FNT
533
First National Trust
Pennsylvania
$55.9M
CGPCS
534
Capital Group Private Client Services
California
$55.7M
SIG
535
Senator Investment Group
New York
$55.2M
KRS
536
Kentucky Retirement Systems
Kentucky
$55M
ASN
537
Advisory Services Network
Georgia
$54.8M
FIA
538
Foundations Investment Advisors
Arizona
$54.7M
CA
539
CSM Advisors
Pennsylvania
$54.5M
LCS
540
Levin Capital Strategies
New York
$54.5M
CI
541
Cambiar Investors
Colorado
$54.4M
CA
542
Cornerstone Advisors
North Carolina
$54.3M
EGA
543
Eagle Global Advisors
Texas
$54.1M
RC
544
Randolph Company
Ohio
$54.1M
DCM
545
Discovery Capital Management
Connecticut
$53.9M
CL
546
Choreo LLC
Illinois
$53.8M
GI
547
GAMCO Investors
Connecticut
$53.7M
NCM
548
Nearwater Capital Markets
Ireland
$53.6M
OAM
549
Ostrum Asset Management
France
$53.5M
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$53.4M