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