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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
FMLI
576
Fukoku Mutual Life Insurance
Japan
$49.4M
AIM
577
Allen Investment Management
New York
$49.4M
MIM
578
Marco Investment Management
Georgia
$49.3M
PWP
579
Private Wealth Partners
California
$49.2M
PAS
580
Park Avenue Securities
New York
$49.2M
MWM
581
Modern Wealth Management
Kansas
$49.2M
HIP
582
HUB Investment Partners
Texas
$48.6M
VFA
583
Valeo Financial Advisors
Indiana
$48M
DPL
584
Danica Pension Livsforsikrings
$48M
BCP
585
Blue Chip Partners
Michigan
$47.9M
ACA
586
Anchor Capital Advisors
Massachusetts
$47.8M
MOS
587
MGO One Seven
Ohio
$47.7M
MGP
588
Metis Global Partners
California
$47.7M
AIM
589
Artemis Investment Management
United Kingdom
$47.6M
AWA
590
Arkadios Wealth Advisors
Georgia
$47.1M
CIP
591
Cornerstone Investment Partners
Georgia
$47M
FSA
592
Franklin Street Advisors
North Carolina
$46.2M
CAM
593
Carret Asset Management
New York
$46.2M
PCIA
594
Prime Capital Investment Advisors
Kansas
$46M
RIL
595
Rothschild Investment LLC
Illinois
$45.8M
WAS
596
Wesleyan Assurance Society
United Kingdom
$45.8M
MIA
597
MMBG Investment Advisors
Florida
$45.7M
LSERS
598
Louisiana State Employees Retirement System
Louisiana
$45.5M
HWA
599
Heritage Wealth Advisors
Virginia
$45.4M
FCBT
600
First Citizens Bank & Trust
North Carolina
$45.4M