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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
LIP
1201
Liontrust Investment Partners
United Kingdom
$13.9M
SCM
1202
Shelton Capital Management
Colorado
$13.8M
CHC
1203
City Holding Co
West Virginia
$13.8M
IB
1204
Intrust Bank
Kansas
$13.8M
PAMG
1205
Patton Albertson Miller Group
Tennessee
$13.8M
ERWM
1206
Elk River Wealth Management
Colorado
$13.8M
SC
1207
Syon Capital
California
$13.7M
JCM
1208
Jacobi Capital Management
Pennsylvania
$13.7M
RFA
1209
Rollins Financial Advisors
New York
$13.7M
PI
1210
Pettee Investors
Connecticut
$13.7M
PL
1211
Parthenon LLC
Kentucky
$13.7M
PT
1212
Plimoth Trust
Massachusetts
$13.7M
TIM
1213
Thompson Investment Management
Wisconsin
$13.6M
BSB
1214
Bangor Savings Bank
Maine
$13.6M
XF
1215
XML Financial
Maryland
$13.5M
CI
1216
CX Institutional
Indiana
$13.5M
PAG
1217
Private Advisory Group
Washington
$13.5M
XWM
1218
Xcel Wealth Management
Florida
$13.5M
SFG
1219
SevenBridge Financial Group
Pennsylvania
$13.5M
KA
1220
Kintegral Advisory
New York
$13.5M
BA
1221
Bridgewater Advisors
New York
$13.4M
TAM
1222
Townsend Asset Management
North Carolina
$13.4M
FWTB
1223
First Western Trust Bank
Colorado
$13.4M
PA
1224
Profund Advisors
Maryland
$13.4M
RFM
1225
Royal Fund Management
Florida
$13.3M