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JPMorgan Chase

4,697 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, 1,918 increasing their positions, 2,102 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:

1.16% less ownership

Funds ownership: 72.22%71.06% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 943910 (-33)

12% less call options, than puts

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

Holders
4,697
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
910
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
MWM
801
Moran Wealth Management
Florida
$28.1M
SRC
802
Shufro Rose & Co
New York
$28.1M
DCM
803
Dupont Capital Management
Delaware
$28.1M
EWM
804
Edge Wealth Management
New York
$28M
DMIC
805
Dixon Mitchell Investment Counsel
British Columbia, Canada
$27.9M
FAT
806
First American Trust
California
$27.7M
Nomura Holdings
807
Nomura Holdings
Japan
$27.7M
AHC
808
Anderson Hoagland & Co
Missouri
$27.7M
NMIMC
809
Northwestern Mutual Investment Management Company
Wisconsin
$27.6M
AC
810
Addenda Capital
Quebec, Canada
$27.6M
GP
811
Guardian Partners
Canada
$27.6M
CG
812
Caprock Group
Idaho
$27.5M
CNBT
813
Canandaigua National Bank & Trust
New York
$27.4M
TTWM
814
TCV Trust & Wealth Management
Virginia
$27.4M
LF
815
Longbow Finance
Switzerland
$27.3M
QCG
816
Quadrant Capital Group
Ohio
$27.1M
CCM
817
Cohen Capital Management
California
$27.1M
BCV
818
Banque Cantonale Vaudoise
Switzerland
$27.1M
BT
819
Banque Transatlantique
France
$27M
GWM
820
GDS Wealth Management
Texas
$27M
Verition Fund Management
821
Verition Fund Management
Connecticut
$27M
NPT
822
Nixon Peabody Trust
Massachusetts
$26.9M
DP
823
Dearborn Partners
Illinois
$26.9M
VCM
824
Voleon Capital Management
California
$26.8M
TPCW
825
TD Private Client Wealth
New York
$26.8M