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JPMorgan Chase

4,734 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 1,935 increasing their positions, 2,117 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:

1.07% less ownership

Funds ownership: 72.28%71.21% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 946916 (-30)

12% less call options, than puts

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

Holders
4,734
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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 +$1.15B
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 -$983M
4
UBS AM
UBS AM
Illinois
-$967M
5
Citadel Advisors
Citadel Advisors
Florida
-$680M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1401
Marex Group
$10.2M
TAM
1402
Trust Asset Management
Texas
$10.2M
O
1403
Ossiam
France
$10.2M
BBA
1404
Baader Bank Aktiengesellschaft
Germany
$10.2M
CCT
1405
Chemung Canal Trust
New York
$10.2M
CD
1406
Chapin Davis
Maryland
$10.2M
FFN
1407
Focus Financial Network
Minnesota
$10.2M
AC
1408
Arjuna Capital
North Carolina
$10.2M
CIA
1409
Covington Investment Advisors
Pennsylvania
$10.2M
BSC
1410
Brown Shipley & Co
United Kingdom
$10.1M
BGC
1411
Beutel, Goodman & Co
Ontario, Canada
$10.1M
FSG
1412
Financial Strategies Group
Michigan
$10.1M
NG
1413
NatWest Group
United Kingdom
$10.1M
CSA
1414
Cottage Street Advisors
Massachusetts
$10.1M
LSPW
1415
Lake Street Private Wealth
Illinois
$10.1M
NAM
1416
NTV Asset Management
West Virginia
$10.1M
LG
1417
Leuthold Group
Minnesota
$10.1M
CBB
1418
Citizens Business Bank
California
$10.1M
RA
1419
RFG Advisory
Alabama
$10.1M
SB
1420
Strategic Blueprint
Georgia
$10M
WPIC
1421
White Pine Investment Company
Michigan
$10M
CAS
1422
Coppell Advisory Solutions
Texas
$10M
FIB
1423
First Interstate Bank
Montana
$9.99M
ADL
1424
Asset Dedication LLC
California
$9.98M
FBFS
1425
First Business Financial Services
Wisconsin
$9.96M