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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 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:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
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 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
626
Bryn Mawr Capital Management
Pennsylvania
$42.8M
NCM
627
Noesis Capital Mangement
Florida
$42.8M
MNA
628
Manning & Napier Advisors
New York
$42.8M
FAB
629
First American Bank
Illinois
$42.4M
PA
630
Parallel Advisors
California
$42.2M
SC
631
Savant Capital
Illinois
$42.1M
NRS
632
Neville Rodie & Shaw
New York
$42.1M
AWM
633
Axxcess Wealth Management
California
$42M
FAM
634
Fred Alger Management
New York
$42M
SAM
635
Securian Asset Management
Minnesota
$41.9M
MAM
636
Madison Asset Management
Wisconsin
$41.8M
KWM
637
Kingsview Wealth Management
Oregon
$41.8M
CIA
638
Concurrent Investment Advisors
Florida
$41.8M
LG
639
LaFleur & Godfrey
Michigan
$41.7M
MMA
640
Mizuho Markets Americas
New York
$41.6M
PWM
641
Perigon Wealth Management
California
$41.3M
AG
642
AIA Group
Hong Kong
$41.3M
HFS
643
Hantz Financial Services
Michigan
$41.1M
BBA
644
BLB&B Advisors
Pennsylvania
$41.1M
NB
645
NBT Bank
New York
$41M
CIA
646
Choate Investment Advisors
Massachusetts
$40.6M
HI
647
Horizon Investments
North Carolina
$40.5M
AP
648
Appleton Partners
Massachusetts
$40.5M
FFIC
649
First Fiduciary Investment Counsel
Ohio
$40.5M
NCM
650
Narwhal Capital Management
Georgia
$40.4M