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JPMorgan Chase

4,725 hedge funds and large institutions have $615B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,930 increasing their positions, 2,115 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:

1.25% less ownership

Funds ownership: 72.27%71.02% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 944913 (-31)

13% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $12.4B

Holders
4,725
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
913
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8B
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 -$1.61B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$983M
5
UBS AM
UBS AM
Illinois
-$967M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
651
Conning Inc
Connecticut
$40.3M
NIG
652
NFJ Investment Group
Texas
$40.2M
SMFG
653
Sumitomo Mitsui Financial Group
Japan
$40.2M
Barrow, Hanley, Mewhinney & Strauss
654
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.2M
BWFA
655
Baltimore-Washington Financial Advisors
Maryland
$40.1M
PMG
656
Private Management Group
California
$39.9M
TBA
657
Tower Bridge Advisors
Pennsylvania
$39.9M
MMA
658
Miracle Mile Advisors
California
$39.8M
NMERB
659
New Mexico Educational Retirement Board
New Mexico
$39.6M
PP
660
Patten & Patten
Tennessee
$39.6M
MC
661
Moors & Cabot
Massachusetts
$39.6M
DIA
662
Dana Investment Advisors
Wisconsin
$39.5M
DI
663
DKRT Investments
$39.4M
VV
664
Verity & Verity
South Carolina
$39.1M
AHB
665
Abner Herrman & Brock
New Jersey
$39.1M
SG
666
Sienna Gestion
France
$39M
SGK
667
Steigerwald Gordon & Koch
Virginia
$39M
SGAM
668
Smith Group Asset Management
Texas
$38.9M
FNBOO
669
First National Bank of Omaha
Nebraska
$38.8M
FDCP
670
Foster Dykema Cabot & Partners
Massachusetts
$38.8M
KFP
671
KMG Fiduciary Partners
Ohio
$38.7M
PCM
672
Palisade Capital Management
New Jersey
$38.6M
OA
673
Oak Associates
Ohio
$38.6M
SCM
674
SCS Capital Management
Massachusetts
$38.3M
JWCA
675
J.W. Cole Advisors
Florida
$38.1M