JPM icon

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
CFC
801
Cincinnati Financial Corp
Ohio
$28.4M
HPG
802
Harvest Portfolios Group
Ontario, Canada
$28.2M
BCM
803
Bourgeon Capital Management
Connecticut
$28.1M
MWM
804
Moran Wealth Management
Florida
$28.1M
SRC
805
Shufro Rose & Co
New York
$28.1M
DCM
806
Dupont Capital Management
Delaware
$28.1M
EWM
807
Edge Wealth Management
New York
$28M
DMIC
808
Dixon Mitchell Investment Counsel
British Columbia, Canada
$27.9M
FAT
809
First American Trust
California
$27.7M
Nomura Holdings
810
Nomura Holdings
Japan
$27.7M
AHC
811
Anderson Hoagland & Co
Missouri
$27.7M
NMIMC
812
Northwestern Mutual Investment Management Company
Wisconsin
$27.6M
AC
813
Addenda Capital
Quebec, Canada
$27.6M
GP
814
Guardian Partners
Canada
$27.6M
CG
815
Caprock Group
Idaho
$27.5M
CNBT
816
Canandaigua National Bank & Trust
New York
$27.4M
TTWM
817
TCV Trust & Wealth Management
Virginia
$27.4M
LF
818
Longbow Finance
Switzerland
$27.3M
QCG
819
Quadrant Capital Group
Ohio
$27.1M
CCM
820
Cohen Capital Management
California
$27.1M
BCV
821
Banque Cantonale Vaudoise
Switzerland
$27.1M
BT
822
Banque Transatlantique
France
$27M
GWM
823
GDS Wealth Management
Texas
$27M
Verition Fund Management
824
Verition Fund Management
Connecticut
$27M
NPT
825
Nixon Peabody Trust
Massachusetts
$26.9M