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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
MFG
576
Merit Financial Group
Georgia
$49.8M
JAFL
577
Jay A. Fishman Ltd
Michigan
$49.8M
EDRH
578
Edmond de Rothschild Holding
Switzerland
$49.5M
FMLI
579
Fukoku Mutual Life Insurance
Japan
$49.4M
AIM
580
Allen Investment Management
New York
$49.4M
MIM
581
Marco Investment Management
Georgia
$49.3M
PWP
582
Private Wealth Partners
California
$49.2M
PAS
583
Park Avenue Securities
New York
$49.2M
MWM
584
Modern Wealth Management
Kansas
$49.2M
HIP
585
HUB Investment Partners
Texas
$48.6M
VFA
586
Valeo Financial Advisors
Indiana
$48M
DPL
587
Danica Pension Livsforsikrings
$48M
BCP
588
Blue Chip Partners
Michigan
$47.9M
ACA
589
Anchor Capital Advisors
Massachusetts
$47.8M
MOS
590
MGO One Seven
Ohio
$47.7M
MGP
591
Metis Global Partners
California
$47.7M
AIM
592
Artemis Investment Management
United Kingdom
$47.6M
AWA
593
Arkadios Wealth Advisors
Georgia
$47.1M
CIP
594
Cornerstone Investment Partners
Georgia
$47M
FSA
595
Franklin Street Advisors
North Carolina
$46.2M
CAM
596
Carret Asset Management
New York
$46.2M
PCIA
597
Prime Capital Investment Advisors
Kansas
$46M
RIL
598
Rothschild Investment LLC
Illinois
$45.8M
WAS
599
Wesleyan Assurance Society
United Kingdom
$45.8M
MIA
600
MMBG Investment Advisors
Florida
$45.7M