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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
BWFA
651
Baltimore-Washington Financial Advisors
Maryland
$40.1M
PMG
652
Private Management Group
California
$39.9M
TBA
653
Tower Bridge Advisors
Pennsylvania
$39.9M
MMA
654
Miracle Mile Advisors
California
$39.8M
PP
655
Patten & Patten
Tennessee
$39.6M
MC
656
Moors & Cabot
Massachusetts
$39.6M
DIA
657
Dana Investment Advisors
Wisconsin
$39.5M
DI
658
DKRT Investments
$39.4M
VV
659
Verity & Verity
South Carolina
$39.1M
AHB
660
Abner Herrman & Brock
New Jersey
$39.1M
SG
661
Sienna Gestion
France
$39M
SGK
662
Steigerwald Gordon & Koch
Virginia
$39M
SGAM
663
Smith Group Asset Management
Texas
$38.9M
FNBOO
664
First National Bank of Omaha
Nebraska
$38.8M
FDCP
665
Foster Dykema Cabot & Partners
Massachusetts
$38.8M
KFP
666
KMG Fiduciary Partners
Ohio
$38.7M
PCM
667
Palisade Capital Management
New Jersey
$38.6M
OA
668
Oak Associates
Ohio
$38.6M
SCM
669
SCS Capital Management
Massachusetts
$38.3M
JWCA
670
J.W. Cole Advisors
Florida
$38.1M
BBHC
671
Brown Brothers Harriman & Co
New York
$38.1M
SBCM
672
Schwerin Boyle Capital Management
Massachusetts
$38M
STA
673
Summit Trail Advisors
New York
$37.9M
BHCM
674
Brevan Howard Capital Management
Jersey
$37.8M
HP
675
Hosking Partners
United Kingdom
$37.7M