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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
EF
726
Empirical Finance
Pennsylvania
$33.3M
PEAK6
727
PEAK6
Illinois
$33.1M
RT
728
Rockland Trust
Massachusetts
$33.1M
CF
729
Covea Finance
France
$32.9M
FCH
730
Freestone Capital Holdings
Washington
$32.8M
GGS
731
Galvin Gaustad & Stein
Arizona
$32.8M
DWT
732
Dorsey & Whitney Trust
South Dakota
$32.6M
GVAG
733
Great Valley Advisor Group
Delaware
$32.5M
BCM
734
Brookstone Capital Management
Illinois
$32.3M
JCM
735
Janney Capital Management
Pennsylvania
$32.1M
TNB
736
Thomasville National Bank
Georgia
$32.1M
ACIM
737
Azimuth Capital Investment Management
Michigan
$32M
CAMG
738
CWA Asset Management Group
Florida
$32M
AC
739
Allstate Corporation
Illinois
$31.9M
KCM
740
Kornitzer Capital Management
Kansas
$31.9M
CC
741
Cadinha & Co
Hawaii
$31.7M
SWIG
742
Strategic Wealth Investment Group
Kentucky
$31.7M
UBV
743
United Bank (Virginia)
Virginia
$31.4M
CIG
744
Cullen Investment Group
Louisiana
$31.4M
TCOT
745
Trust Company of Toledo
Ohio
$31.3M
CCM
746
Coldstream Capital Management
Washington
$31.3M
DT
747
Diversified Trust
Tennessee
$31.3M
PCA
748
Pallas Capital Advisors
Massachusetts
$31.3M
BHIA
749
Birch Hill Investment Advisors
Massachusetts
$31.2M
AIM
750
Avity Investment Management
Connecticut
$31M