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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
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
SRC
801
Shufro Rose & Co
New York
$28.1M
DCM
802
Dupont Capital Management
Delaware
$28.1M
EWM
803
Edge Wealth Management
New York
$28M
DMIC
804
Dixon Mitchell Investment Counsel
British Columbia, Canada
$27.9M
FAT
805
First American Trust
California
$27.7M
Nomura Holdings
806
Nomura Holdings
Japan
$27.7M
AHC
807
Anderson Hoagland & Co
Missouri
$27.7M
NMIMC
808
Northwestern Mutual Investment Management Company
Wisconsin
$27.6M
AC
809
Addenda Capital
Quebec, Canada
$27.6M
GP
810
Guardian Partners
Canada
$27.6M
CG
811
Caprock Group
Idaho
$27.5M
CNBT
812
Canandaigua National Bank & Trust
New York
$27.4M
TTWM
813
TCV Trust & Wealth Management
Virginia
$27.4M
LF
814
Longbow Finance
Switzerland
$27.3M
QCG
815
Quadrant Capital Group
Ohio
$27.1M
CCM
816
Cohen Capital Management
California
$27.1M
BCV
817
Banque Cantonale Vaudoise
Switzerland
$27.1M
BT
818
Banque Transatlantique
France
$27M
GWM
819
GDS Wealth Management
Texas
$27M
Verition Fund Management
820
Verition Fund Management
Connecticut
$27M
NPT
821
Nixon Peabody Trust
Massachusetts
$26.9M
DP
822
Dearborn Partners
Illinois
$26.9M
VCM
823
Voleon Capital Management
California
$26.8M
TPCW
824
TD Private Client Wealth
New York
$26.8M
EIP
825
Easterly Investment Partners
Massachusetts
$26.8M