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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
BBHC
676
Brown Brothers Harriman & Co
New York
$38.1M
SBCM
677
Schwerin Boyle Capital Management
Massachusetts
$38M
STA
678
Summit Trail Advisors
New York
$37.9M
BHCM
679
Brevan Howard Capital Management
Jersey
$37.8M
HP
680
Hosking Partners
United Kingdom
$37.7M
SCA
681
Stonebridge Capital Advisors
Minnesota
$37.7M
AIMC
682
Alley Investment Management Company
Illinois
$37.6M
FLII
683
First Long Island Investors
New York
$37.5M
SPS
684
Susquehanna Portfolio Strategies
Pennsylvania
$37.3M
BCM
685
Bridgeway Capital Management
Texas
$37.2M
TWC
686
The Woodbridge Company
Ontario, Canada
$37.1M
TA
687
TruWealth Advisors
Louisiana
$36.9M
SIA
688
Sit Investment Associates
Minnesota
$36.6M
PCH
689
Polar Capital Holdings
United Kingdom
$36.5M
BC
690
Burney Company
Virginia
$36.4M
RCP
691
Rothschild Capital Partners
New York
$36.2M
ALMGDA
692
AG2R La Mondiale Gestion d'Actifs
France
$36.2M
ATPW
693
Ashton Thomas Private Wealth
Arizona
$36.2M
LOAMS
694
Lombard Odier Asset Management (Switzerland)
Switzerland
$36M
AHC
695
Adell Harriman & Carpenter
Texas
$35.9M
OPCM
696
Osborne Partners Capital Management
California
$35.7M
CANC
697
Culbertson A N & Co
Virginia
$35.6M
MIM
698
Manitou Investment Management
Ontario, Canada
$35.6M
GI
699
GAMMA Investing
California
$35.3M
NRG
700
Nemes Rush Group
Michigan
$35.3M