JPM icon

JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
CF
726
Covea Finance
France
$32.9M
FCH
727
Freestone Capital Holdings
Washington
$32.8M
GGS
728
Galvin Gaustad & Stein
Arizona
$32.8M
DWT
729
Dorsey & Whitney Trust
South Dakota
$32.6M
GVAG
730
Great Valley Advisor Group
Delaware
$32.5M
BCM
731
Brookstone Capital Management
Illinois
$32.3M
JCM
732
Janney Capital Management
Pennsylvania
$32.1M
TNB
733
Thomasville National Bank
Georgia
$32.1M
ACIM
734
Azimuth Capital Investment Management
Michigan
$32M
CAMG
735
CWA Asset Management Group
Florida
$32M
AC
736
Allstate Corporation
Illinois
$31.9M
KCM
737
Kornitzer Capital Management
Kansas
$31.9M
CC
738
Cadinha & Co
Hawaii
$31.7M
SWIG
739
Strategic Wealth Investment Group
Kentucky
$31.7M
UBV
740
United Bank (Virginia)
Virginia
$31.4M
CIG
741
Cullen Investment Group
Louisiana
$31.4M
TCOT
742
Trust Company of Toledo
Ohio
$31.3M
CCM
743
Coldstream Capital Management
Washington
$31.3M
DT
744
Diversified Trust
Tennessee
$31.3M
PCA
745
Pallas Capital Advisors
Massachusetts
$31.3M
BHIA
746
Birch Hill Investment Advisors
Massachusetts
$31.2M
AIM
747
Avity Investment Management
Connecticut
$31M
YC
748
Yarbrough Capital
Tennessee
$30.9M
CA
749
Callahan Advisors
Texas
$30.9M
JMFC
750
J.M. Forbes & Co
Massachusetts
$30.8M