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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
LSERS
601
Louisiana State Employees Retirement System
Louisiana
$45.5M
HWA
602
Heritage Wealth Advisors
Virginia
$45.4M
FCBT
603
First Citizens Bank & Trust
North Carolina
$45.4M
MAM
604
Martingale Asset Management
Massachusetts
$45.2M
PIM
605
Penobscot Investment Management
Massachusetts
$45.1M
VA
606
Vident Advisory
Georgia
$45.1M
OCM
607
Osterweis Capital Management
California
$44.9M
GIBU
608
Gulf International Bank (UK)
United Kingdom
$44.7M
BG
609
Bollard Group
Massachusetts
$44.6M
CC
610
Chicago Capital
Illinois
$44.3M
BEI
611
Benjamin Edwards Inc
Missouri
$44.3M
CS
612
Central Securities
New York
$44.2M
LA
613
LBP AM
France
$44.1M
WAM
614
Wilsey Asset Management
California
$43.9M
LBC
615
Lowe Brockenbrough & Co
Virginia
$43.9M
MAA
616
Matrix Asset Advisors
New York
$43.8M
Hudson Bay Capital Management
617
Hudson Bay Capital Management
Connecticut
$43.8M
MSRPS
618
Maryland State Retirement & Pension System
Maryland
$43.6M
Grantham, Mayo, Van Otterloo & Co (GMO)
619
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.4M
PCM
620
Parsons Capital Management
Rhode Island
$43.4M
KCM
621
Kanawha Capital Management
Virginia
$43.4M
FA
622
Fiduciary Alliance
South Carolina
$43.2M
CTI
623
Community Trust & Investment
Kentucky
$43.1M
PCM
624
Polaris Capital Management
Massachusetts
$43M
FHC
625
First Horizon Corporation
Tennessee
$42.9M