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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
MNA
626
Manning & Napier Advisors
New York
$42.8M
FAB
627
First American Bank
Illinois
$42.4M
PA
628
Parallel Advisors
California
$42.2M
NRS
629
Neville Rodie & Shaw
New York
$42.1M
AWM
630
Axxcess Wealth Management
California
$42M
FAM
631
Fred Alger Management
New York
$42M
SAM
632
Securian Asset Management
Minnesota
$41.9M
MAM
633
Madison Asset Management
Wisconsin
$41.8M
KWM
634
Kingsview Wealth Management
Oregon
$41.8M
CIA
635
Concurrent Investment Advisors
Florida
$41.8M
LG
636
LaFleur & Godfrey
Michigan
$41.7M
MMA
637
Mizuho Markets Americas
New York
$41.6M
PWM
638
Perigon Wealth Management
California
$41.3M
AG
639
AIA Group
Hong Kong
$41.3M
HFS
640
Hantz Financial Services
Michigan
$41.1M
BBA
641
BLB&B Advisors
Pennsylvania
$41.1M
NB
642
NBT Bank
New York
$41M
CIA
643
Choate Investment Advisors
Massachusetts
$40.6M
HI
644
Horizon Investments
North Carolina
$40.5M
AP
645
Appleton Partners
Massachusetts
$40.5M
FFIC
646
First Fiduciary Investment Counsel
Ohio
$40.5M
NCM
647
Narwhal Capital Management
Georgia
$40.4M
FTWA
648
Fifth Third Wealth Advisors
Ohio
$40.3M
CI
649
Conning Inc
Connecticut
$40.3M
NIG
650
NFJ Investment Group
Texas
$40.2M