JPM icon

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
ERIC
1001
Eagle Rock Investment Company
Georgia
$19.5M
SB
1002
Simmons Bank
Arkansas
$19.5M
PAI
1003
Pittenger & Anderson Inc
Nebraska
$19.5M
HVIA
1004
Hudson Valley Investment Advisors
New York
$19.4M
SBF
1005
Sara-Bay Financial
Florida
$19.4M
CCM
1006
Carmel Capital Management
California
$19.4M
NCM
1007
Northside Capital Management
Oregon
$19.4M
CWG
1008
Cornerstone Wealth Group
North Carolina
$19.3M
Alyeska Investment Group
1009
Alyeska Investment Group
Illinois
$19.3M
MCM
1010
Mitchell Capital Management
Kansas
$19.2M
FNB
1011
Farmers National Bank
Kentucky
$19.1M
VI
1012
Vestcor Inc
New Brunswick, Canada
$19M
SCM
1013
Schnieders Capital Management
California
$19M
LTI
1014
Laffer Tengler Investments
Tennessee
$18.9M
CNB
1015
Camden National Bank
Maine
$18.9M
AAM
1016
AR Asset Management
California
$18.9M
MWA
1017
Meridian Wealth Advisors
Texas
$18.8M
GAB
1018
German American Bancorp
Indiana
$18.8M
ZIG
1019
Zuckerman Investment Group
Illinois
$18.8M
VIP
1020
Vantage Investment Partners
Missouri
$18.8M
CPCM
1021
Cardinal Point Capital Management
Ontario, Canada
$18.8M
CPC
1022
Consolidated Planning Corp
Georgia
$18.7M
CAM
1023
Cypress Asset Management
Texas
$18.7M
AMBIA
1024
Allen Mooney & Barnes Investment Advisors
Georgia
$18.7M
CCMINC
1025
Cardinal Capital Management Inc (North Carolina)
North Carolina
$18.7M