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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
SSWM
551
Smith Salley Wealth Management
North Carolina
$53.3M
CI
552
Capital International
California
$53.1M
ECM
553
Estabrook Capital Management
New York
$53.1M
WA
554
WestEnd Advisors
North Carolina
$52.8M
WBG
555
Wharton Business Group
Pennsylvania
$52.8M
CTA
556
Chesley Taft & Associates
Illinois
$52.7M
CTC
557
Central Trust Company
Missouri
$52.6M
Impax Asset Management Group
558
Impax Asset Management Group
United Kingdom
$52.5M
DDPIC
559
Deroy & Devereaux Private Investment Counsel
Michigan
$52.3M
NB
560
Norinchukin Bank
Japan
$52.3M
SC
561
SouthState Corp
Florida
$51.9M
SCA
562
Snowden Capital Advisors
New York
$51.7M
DMC
563
Drexel Morgan & Co
Pennsylvania
$51.6M
LI
564
LMCG Investments
Massachusetts
$51.5M
AF
565
Aviso Financial
Ontario, Canada
$51.4M
PR
566
Payden & Rygel
California
$51.3M
B
567
Bailard
California
$51.1M
FL
568
FreeGulliver LLC
Louisiana
$51.1M
NP
569
NS Partners
United Kingdom
$51M
SBH
570
Segall Bryant & Hamill
Illinois
$50.9M
HIMCH
571
Hartford Investment Management Co (HIMCO)
Connecticut
$50.8M
MHI
572
Miller Howard Investments
New York
$50.8M
NMIFOAC
573
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$50.8M
HCMT
574
Highland Capital Management (Tennessee)
Tennessee
$50.3M
MFG
575
Merit Financial Group
Georgia
$49.8M