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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
FTWA
651
Fifth Third Wealth Advisors
Ohio
$40.3M
CI
652
Conning Inc
Connecticut
$40.3M
NIG
653
NFJ Investment Group
Texas
$40.2M
SMFG
654
Sumitomo Mitsui Financial Group
Japan
$40.2M
Barrow, Hanley, Mewhinney & Strauss
655
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.2M
BWFA
656
Baltimore-Washington Financial Advisors
Maryland
$40.1M
PMG
657
Private Management Group
California
$39.9M
TBA
658
Tower Bridge Advisors
Pennsylvania
$39.9M
MMA
659
Miracle Mile Advisors
California
$39.8M
NMERB
660
New Mexico Educational Retirement Board
New Mexico
$39.6M
PP
661
Patten & Patten
Tennessee
$39.6M
MC
662
Moors & Cabot
Massachusetts
$39.6M
DIA
663
Dana Investment Advisors
Wisconsin
$39.5M
DI
664
DKRT Investments
$39.4M
VV
665
Verity & Verity
South Carolina
$39.1M
AHB
666
Abner Herrman & Brock
New Jersey
$39.1M
SG
667
Sienna Gestion
France
$39M
SGK
668
Steigerwald Gordon & Koch
Virginia
$39M
SGAM
669
Smith Group Asset Management
Texas
$38.9M
FNBOO
670
First National Bank of Omaha
Nebraska
$38.8M
FDCP
671
Foster Dykema Cabot & Partners
Massachusetts
$38.8M
KFP
672
KMG Fiduciary Partners
Ohio
$38.7M
PCM
673
Palisade Capital Management
New Jersey
$38.6M
OA
674
Oak Associates
Ohio
$38.6M
SCM
675
SCS Capital Management
Massachusetts
$38.3M