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JPMorgan Chase

4,674 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, 1,910 increasing their positions, 2,090 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:

1.08% less ownership

Funds ownership: 72.1%71.02% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 940908 (-32)

12% less call options, than puts

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

Holders
4,674
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
908
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
FCH
726
Freestone Capital Holdings
Washington
$32.8M
GGS
727
Galvin Gaustad & Stein
Arizona
$32.8M
DWT
728
Dorsey & Whitney Trust
South Dakota
$32.6M
GVAG
729
Great Valley Advisor Group
Delaware
$32.5M
BCM
730
Brookstone Capital Management
Illinois
$32.3M
JCM
731
Janney Capital Management
Pennsylvania
$32.1M
TNB
732
Thomasville National Bank
Georgia
$32.1M
ACIM
733
Azimuth Capital Investment Management
Michigan
$32M
CAMG
734
CWA Asset Management Group
Florida
$32M
AC
735
Allstate Corporation
Illinois
$31.9M
KCM
736
Kornitzer Capital Management
Kansas
$31.9M
CC
737
Cadinha & Co
Hawaii
$31.7M
SWIG
738
Strategic Wealth Investment Group
Kentucky
$31.7M
UBV
739
United Bank (Virginia)
Virginia
$31.4M
CIG
740
Cullen Investment Group
Louisiana
$31.4M
TCOT
741
Trust Company of Toledo
Ohio
$31.3M
CCM
742
Coldstream Capital Management
Washington
$31.3M
DT
743
Diversified Trust
Tennessee
$31.3M
PCA
744
Pallas Capital Advisors
Massachusetts
$31.3M
BHIA
745
Birch Hill Investment Advisors
Massachusetts
$31.2M
AIM
746
Avity Investment Management
Connecticut
$31M
YC
747
Yarbrough Capital
Tennessee
$30.9M
CA
748
Callahan Advisors
Texas
$30.9M
JMFC
749
J.M. Forbes & Co
Massachusetts
$30.8M
BP
750
Ballentine Partners
Massachusetts
$30.8M