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