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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 increasing their positions, 2,102 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

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

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
DILIC
526
Dai-ichi Life Insurance Company
Japan
$57.4M
LFG
527
Lazard Frères Gestion
France
$57M
AAIM
528
American Assets Investment Management
California
$56M
GAM
529
Generali Asset Management
Italy
$56M
CCM
530
Chilton Capital Management
Texas
$55.9M
IAA
531
Independent Advisor Alliance
North Carolina
$55.9M
FNT
532
First National Trust
Pennsylvania
$55.9M
CGPCS
533
Capital Group Private Client Services
California
$55.7M
SIG
534
Senator Investment Group
New York
$55.2M
KRS
535
Kentucky Retirement Systems
Kentucky
$55M
ASN
536
Advisory Services Network
Georgia
$54.8M
FIA
537
Foundations Investment Advisors
Arizona
$54.7M
CA
538
CSM Advisors
Pennsylvania
$54.5M
LCS
539
Levin Capital Strategies
New York
$54.5M
CI
540
Cambiar Investors
Colorado
$54.4M
CA
541
Cornerstone Advisors
North Carolina
$54.3M
EGA
542
Eagle Global Advisors
Texas
$54.1M
RC
543
Randolph Company
Ohio
$54.1M
DCM
544
Discovery Capital Management
Connecticut
$53.9M
CL
545
Choreo LLC
Illinois
$53.8M
GI
546
GAMCO Investors
Connecticut
$53.7M
NCM
547
Nearwater Capital Markets
Ireland
$53.6M
OAM
548
Ostrum Asset Management
France
$53.5M
FMII
549
Farmers & Merchants Investments Inc
Nebraska
$53.4M
Squarepoint
550
Squarepoint
New York
$53.4M