JPM icon

JPMorgan Chase

4,670 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,909 increasing their positions, 2,087 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:

1.09% less ownership

Funds ownership: 72.1%71.01% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 939908 (-31)

12% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.3B

Holders
4,670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
908
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
Puts
$12.3B
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
HFS
638
Hantz Financial Services
Michigan
$41.1M
BBA
639
BLB&B Advisors
Pennsylvania
$41.1M
NB
640
NBT Bank
New York
$41M
CIA
641
Choate Investment Advisors
Massachusetts
$40.6M
HI
642
Horizon Investments
North Carolina
$40.5M
AP
643
Appleton Partners
Massachusetts
$40.5M
FFIC
644
First Fiduciary Investment Counsel
Ohio
$40.5M
NCM
645
Narwhal Capital Management
Georgia
$40.4M
FTWA
646
Fifth Third Wealth Advisors
Ohio
$40.3M
CI
647
Conning Inc
Connecticut
$40.3M
NIG
648
NFJ Investment Group
Texas
$40.2M
SMFG
649
Sumitomo Mitsui Financial Group
Japan
$40.2M
Barrow, Hanley, Mewhinney & Strauss
650
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.2M