JPM icon

JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
FAB
626
First American Bank
Illinois
$42.4M
PA
627
Parallel Advisors
California
$42.2M
NRS
628
Neville Rodie & Shaw
New York
$42.1M
AWM
629
Axxcess Wealth Management
California
$42M
FAM
630
Fred Alger Management
New York
$42M
SAM
631
Securian Asset Management
Minnesota
$41.9M
MAM
632
Madison Asset Management
Wisconsin
$41.8M
KWM
633
Kingsview Wealth Management
Oregon
$41.8M
CIA
634
Concurrent Investment Advisors
Florida
$41.8M
LG
635
LaFleur & Godfrey
Michigan
$41.7M
MMA
636
Mizuho Markets Americas
New York
$41.6M
PWM
637
Perigon Wealth Management
California
$41.3M
AG
638
AIA Group
Hong Kong
$41.3M
HFS
639
Hantz Financial Services
Michigan
$41.1M
BBA
640
BLB&B Advisors
Pennsylvania
$41.1M
NB
641
NBT Bank
New York
$41M
CIA
642
Choate Investment Advisors
Massachusetts
$40.6M
HI
643
Horizon Investments
North Carolina
$40.5M
AP
644
Appleton Partners
Massachusetts
$40.5M
FFIC
645
First Fiduciary Investment Counsel
Ohio
$40.5M
NCM
646
Narwhal Capital Management
Georgia
$40.4M
FTWA
647
Fifth Third Wealth Advisors
Ohio
$40.3M
CI
648
Conning Inc
Connecticut
$40.3M
NIG
649
NFJ Investment Group
Texas
$40.2M
SMFG
650
Sumitomo Mitsui Financial Group
Japan
$40.2M