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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
LFG
526
Lazard Frères Gestion
France
$57M
AAIM
527
American Assets Investment Management
California
$56M
GAM
528
Generali Asset Management
Italy
$56M
CCM
529
Chilton Capital Management
Texas
$55.9M
IAA
530
Independent Advisor Alliance
North Carolina
$55.9M
FNT
531
First National Trust
Pennsylvania
$55.9M
CGPCS
532
Capital Group Private Client Services
California
$55.7M
SIG
533
Senator Investment Group
New York
$55.2M
KRS
534
Kentucky Retirement Systems
Kentucky
$55M
ASN
535
Advisory Services Network
Georgia
$54.8M
FIA
536
Foundations Investment Advisors
Arizona
$54.7M
CA
537
CSM Advisors
Pennsylvania
$54.5M
LCS
538
Levin Capital Strategies
New York
$54.5M
CI
539
Cambiar Investors
Colorado
$54.4M
CA
540
Cornerstone Advisors
North Carolina
$54.3M
EGA
541
Eagle Global Advisors
Texas
$54.1M
RC
542
Randolph Company
Ohio
$54.1M
DCM
543
Discovery Capital Management
Connecticut
$53.9M
CL
544
Choreo LLC
Illinois
$53.8M
GI
545
GAMCO Investors
Connecticut
$53.7M
NCM
546
Nearwater Capital Markets
Ireland
$53.6M
OAM
547
Ostrum Asset Management
France
$53.5M
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$53.4M
Squarepoint
549
Squarepoint
New York
$53.4M
SSWM
550
Smith Salley Wealth Management
North Carolina
$53.3M