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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
BFIM
776
Beese Fulmer Investment Management
Ohio
$29.4M
TIM
777
Thornburg Investment Management
New Mexico
$29.4M
FFA
778
Farther Finance Advisors
California
$29.3M
NEI
779
Northwest & Ethical Investments
Ontario, Canada
$29.3M
CPCPP
780
Canada Post Corporation Pension Plan
Canada
$29.3M
MA
781
Mutual Advisors
Nebraska
$29.3M
BWP
782
Baldwin Wealth Partners
Massachusetts
$29.2M
BFA
783
Bragg Financial Advisors
North Carolina
$29.2M
SLI
784
Sumitomo Life Insurance
Japan
$29.2M
FSA
785
Fort Sheridan Advisors
Illinois
$29.2M
TMAM
786
Tokio Marine Asset Management
Japan
$29.1M
PS
787
Principal Securities
Iowa
$29M
CAM
788
Cidel Asset Management
Ontario, Canada
$29M
HTIM
789
Harbour Trust & Investment Management
Indiana
$28.8M
WBC
790
Westpac Banking Corp
Australia
$28.8M
TSW
791
Thompson Siegel & Walmsley
Virginia
$28.7M
FG
792
Fiduciary Group
Georgia
$28.7M
IBOK
793
Independence Bank of Kentucky
Kentucky
$28.7M
LIM
794
Leavell Investment Management
Alabama
$28.7M
WB
795
Webster Bank
Connecticut
$28.6M
ECM
796
Evergreen Capital Management
Washington
$28.5M
WC
797
Whitney & Co
New York
$28.5M
CFIA
798
Cantor Fitzgerald Investment Advisors
New York
$28.5M
PFM
799
Premier Fund Managers
United Kingdom
$28.5M
QC
800
Quadrature Capital
United Kingdom
$28.4M