JPM icon

JPMorgan Chase

4,697 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,918 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
FCBT
601
First Citizens Bank & Trust
North Carolina
$45.4M
MAM
602
Martingale Asset Management
Massachusetts
$45.2M
PIM
603
Penobscot Investment Management
Massachusetts
$45.1M
VA
604
Vident Advisory
Georgia
$45.1M
OCM
605
Osterweis Capital Management
California
$44.9M
GIBU
606
Gulf International Bank (UK)
United Kingdom
$44.7M
BG
607
Bollard Group
Massachusetts
$44.6M
CC
608
Chicago Capital
Illinois
$44.3M
BEI
609
Benjamin Edwards Inc
Missouri
$44.3M
CS
610
Central Securities
New York
$44.2M
LA
611
LBP AM
France
$44.1M
WAM
612
Wilsey Asset Management
California
$43.9M
LBC
613
Lowe Brockenbrough & Co
Virginia
$43.9M
MAA
614
Matrix Asset Advisors
New York
$43.8M
Hudson Bay Capital Management
615
Hudson Bay Capital Management
Connecticut
$43.8M
MSRPS
616
Maryland State Retirement & Pension System
Maryland
$43.6M
Grantham, Mayo, Van Otterloo & Co (GMO)
617
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$43.4M
PCM
618
Parsons Capital Management
Rhode Island
$43.4M
KCM
619
Kanawha Capital Management
Virginia
$43.4M
FA
620
Fiduciary Alliance
South Carolina
$43.2M
CTI
621
Community Trust & Investment
Kentucky
$43.1M
PCM
622
Polaris Capital Management
Massachusetts
$43M
FHC
623
First Horizon Corporation
Tennessee
$42.9M
BMCM
624
Bryn Mawr Capital Management
Pennsylvania
$42.8M
NCM
625
Noesis Capital Mangement
Florida
$42.8M