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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
SHFA
726
SS&H Financial Advisors
Michigan
$33.3M
EF
727
Empirical Finance
Pennsylvania
$33.3M
PEAK6
728
PEAK6
Illinois
$33.1M
RT
729
Rockland Trust
Massachusetts
$33.1M
CF
730
Covea Finance
France
$32.9M
FCH
731
Freestone Capital Holdings
Washington
$32.8M
GGS
732
Galvin Gaustad & Stein
Arizona
$32.8M
DWT
733
Dorsey & Whitney Trust
South Dakota
$32.6M
GVAG
734
Great Valley Advisor Group
Delaware
$32.5M
BCM
735
Brookstone Capital Management
Illinois
$32.3M
JCM
736
Janney Capital Management
Pennsylvania
$32.1M
TNB
737
Thomasville National Bank
Georgia
$32.1M
ACIM
738
Azimuth Capital Investment Management
Michigan
$32M
CAMG
739
CWA Asset Management Group
Florida
$32M
AC
740
Allstate Corporation
Illinois
$31.9M
KCM
741
Kornitzer Capital Management
Kansas
$31.9M
CC
742
Cadinha & Co
Hawaii
$31.7M
SWIG
743
Strategic Wealth Investment Group
Kentucky
$31.7M
UBV
744
United Bank (Virginia)
Virginia
$31.4M
CIG
745
Cullen Investment Group
Louisiana
$31.4M
TCOT
746
Trust Company of Toledo
Ohio
$31.3M
CCM
747
Coldstream Capital Management
Washington
$31.3M
DT
748
Diversified Trust
Tennessee
$31.3M
PCA
749
Pallas Capital Advisors
Massachusetts
$31.3M
BHIA
750
Birch Hill Investment Advisors
Massachusetts
$31.2M