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JPMorgan Chase

4,725 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,930 increasing their positions, 2,115 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:

1.25% less ownership

Funds ownership: 72.27%71.02% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
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 -$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
5
UBS AM
UBS AM
Illinois
-$967M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
601
Heritage Wealth Advisors
Virginia
$45.4M
FCBT
602
First Citizens Bank & Trust
North Carolina
$45.4M
MAM
603
Martingale Asset Management
Massachusetts
$45.2M
PIM
604
Penobscot Investment Management
Massachusetts
$45.1M
VA
605
Vident Advisory
Georgia
$45.1M
OCM
606
Osterweis Capital Management
California
$44.9M
GIBU
607
Gulf International Bank (UK)
United Kingdom
$44.7M
BG
608
Bollard Group
Massachusetts
$44.6M
CC
609
Chicago Capital
Illinois
$44.3M
BEI
610
Benjamin Edwards Inc
Missouri
$44.3M
CS
611
Central Securities
New York
$44.2M
LA
612
LBP AM
France
$44.1M
WAM
613
Wilsey Asset Management
California
$43.9M
LBC
614
Lowe Brockenbrough & Co
Virginia
$43.9M
MAA
615
Matrix Asset Advisors
New York
$43.8M
Hudson Bay Capital Management
616
Hudson Bay Capital Management
Connecticut
$43.8M
MSRPS
617
Maryland State Retirement & Pension System
Maryland
$43.6M
Grantham, Mayo, Van Otterloo & Co (GMO)
618
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.4M
PCM
619
Parsons Capital Management
Rhode Island
$43.4M
KCM
620
Kanawha Capital Management
Virginia
$43.4M
FA
621
Fiduciary Alliance
South Carolina
$43.2M
CTI
622
Community Trust & Investment
Kentucky
$43.1M
PCM
623
Polaris Capital Management
Massachusetts
$43M
FHC
624
First Horizon Corporation
Tennessee
$42.9M
BMCM
625
Bryn Mawr Capital Management
Pennsylvania
$42.8M