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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
NCM
626
Noesis Capital Mangement
Florida
$42.8M
MNA
627
Manning & Napier Advisors
New York
$42.8M
FAB
628
First American Bank
Illinois
$42.4M
PA
629
Parallel Advisors
California
$42.2M
SC
630
Savant Capital
Illinois
$42.1M
NRS
631
Neville Rodie & Shaw
New York
$42.1M
AWM
632
Axxcess Wealth Management
California
$42M
FAM
633
Fred Alger Management
New York
$42M
SAM
634
Securian Asset Management
Minnesota
$41.9M
MAM
635
Madison Asset Management
Wisconsin
$41.8M
KWM
636
Kingsview Wealth Management
Oregon
$41.8M
CIA
637
Concurrent Investment Advisors
Florida
$41.8M
LG
638
LaFleur & Godfrey
Michigan
$41.7M
MMA
639
Mizuho Markets Americas
New York
$41.6M
PWM
640
Perigon Wealth Management
California
$41.3M
AG
641
AIA Group
Hong Kong
$41.3M
HFS
642
Hantz Financial Services
Michigan
$41.1M
BBA
643
BLB&B Advisors
Pennsylvania
$41.1M
NB
644
NBT Bank
New York
$41M
CIA
645
Choate Investment Advisors
Massachusetts
$40.6M
HI
646
Horizon Investments
North Carolina
$40.5M
AP
647
Appleton Partners
Massachusetts
$40.5M
FFIC
648
First Fiduciary Investment Counsel
Ohio
$40.5M
NCM
649
Narwhal Capital Management
Georgia
$40.4M
FTWA
650
Fifth Third Wealth Advisors
Ohio
$40.3M