JPM icon

JPMorgan Chase

4,677 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, 2,091 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: 940909 (-31)

12% less call options, than puts

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

Holders
4,677
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
MA
776
Mutual Advisors
Nebraska
$29.3M
BWP
777
Baldwin Wealth Partners
Massachusetts
$29.2M
BFA
778
Bragg Financial Advisors
North Carolina
$29.2M
SLI
779
Sumitomo Life Insurance
Japan
$29.2M
FSA
780
Fort Sheridan Advisors
Illinois
$29.2M
TMAM
781
Tokio Marine Asset Management
Japan
$29.1M
PS
782
Principal Securities
Iowa
$29M
CAM
783
Cidel Asset Management
Ontario, Canada
$29M
HTIM
784
Harbour Trust & Investment Management
Indiana
$28.8M
WBC
785
Westpac Banking Corp
Australia
$28.8M
TSW
786
Thompson Siegel & Walmsley
Virginia
$28.7M
FG
787
Fiduciary Group
Georgia
$28.7M
IBOK
788
Independence Bank of Kentucky
Kentucky
$28.7M
LIM
789
Leavell Investment Management
Alabama
$28.7M
WB
790
Webster Bank
Connecticut
$28.6M
ECM
791
Evergreen Capital Management
Washington
$28.5M
WC
792
Whitney & Co
New York
$28.5M
CFIA
793
Cantor Fitzgerald Investment Advisors
New York
$28.5M
PFM
794
Premier Fund Managers
United Kingdom
$28.5M
QC
795
Quadrature Capital
United Kingdom
$28.4M
CFC
796
Cincinnati Financial Corp
Ohio
$28.4M
HPG
797
Harvest Portfolios Group
Ontario, Canada
$28.2M
BCM
798
Bourgeon Capital Management
Connecticut
$28.1M
MWM
799
Moran Wealth Management
Florida
$28.1M
SRC
800
Shufro Rose & Co
New York
$28.1M