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