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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
Barrow, Hanley, Mewhinney & Strauss
651
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.2M
BWFA
652
Baltimore-Washington Financial Advisors
Maryland
$40.1M
PMG
653
Private Management Group
California
$39.9M
TBA
654
Tower Bridge Advisors
Pennsylvania
$39.9M
MMA
655
Miracle Mile Advisors
California
$39.8M
NMERB
656
New Mexico Educational Retirement Board
New Mexico
$39.6M
PP
657
Patten & Patten
Tennessee
$39.6M
MC
658
Moors & Cabot
Massachusetts
$39.6M
DIA
659
Dana Investment Advisors
Wisconsin
$39.5M
DI
660
DKRT Investments
$39.4M
VV
661
Verity & Verity
South Carolina
$39.1M
AHB
662
Abner Herrman & Brock
New Jersey
$39.1M
SG
663
Sienna Gestion
France
$39M
SGK
664
Steigerwald Gordon & Koch
Virginia
$39M
SGAM
665
Smith Group Asset Management
Texas
$38.9M
FNBOO
666
First National Bank of Omaha
Nebraska
$38.8M
FDCP
667
Foster Dykema Cabot & Partners
Massachusetts
$38.8M
KFP
668
KMG Fiduciary Partners
Ohio
$38.7M
PCM
669
Palisade Capital Management
New Jersey
$38.6M
OA
670
Oak Associates
Ohio
$38.6M
SCM
671
SCS Capital Management
Massachusetts
$38.3M
JWCA
672
J.W. Cole Advisors
Florida
$38.1M
BBHC
673
Brown Brothers Harriman & Co
New York
$38.1M
SBCM
674
Schwerin Boyle Capital Management
Massachusetts
$38M
STA
675
Summit Trail Advisors
New York
$37.9M