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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
TAM
1401
Trust Asset Management
Texas
$10.2M
O
1402
Ossiam
France
$10.2M
BBA
1403
Baader Bank Aktiengesellschaft
Germany
$10.2M
CCT
1404
Chemung Canal Trust
New York
$10.2M
CD
1405
Chapin Davis
Maryland
$10.2M
FFN
1406
Focus Financial Network
Minnesota
$10.2M
AC
1407
Arjuna Capital
North Carolina
$10.2M
CIA
1408
Covington Investment Advisors
Pennsylvania
$10.2M
BSC
1409
Brown Shipley & Co
United Kingdom
$10.1M
BGC
1410
Beutel, Goodman & Co
Ontario, Canada
$10.1M
FSG
1411
Financial Strategies Group
Michigan
$10.1M
NG
1412
NatWest Group
United Kingdom
$10.1M
CSA
1413
Cottage Street Advisors
Massachusetts
$10.1M
LSPW
1414
Lake Street Private Wealth
Illinois
$10.1M
NAM
1415
NTV Asset Management
West Virginia
$10.1M
LG
1416
Leuthold Group
Minnesota
$10.1M
CBB
1417
Citizens Business Bank
California
$10.1M
RA
1418
RFG Advisory
Alabama
$10.1M
SB
1419
Strategic Blueprint
Georgia
$10M
WPIC
1420
White Pine Investment Company
Michigan
$10M
CAS
1421
Coppell Advisory Solutions
Texas
$10M
FIB
1422
First Interstate Bank
Montana
$9.99M
ADL
1423
Asset Dedication LLC
California
$9.98M
FBFS
1424
First Business Financial Services
Wisconsin
$9.96M
AFP
1425
Ausdal Financial Partners
Iowa
$9.94M