JPM icon

JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 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:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

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

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
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
MLIC
1451
Mandatum Life Insurance Company
Finland
$9.62M
HEIP
1452
Hudson Edge Investment Partners
New Jersey
$9.62M
CCA
1453
Checchi Capital Advisers
California
$9.62M
EWA
1454
Exencial Wealth Advisors
Oklahoma
$9.6M
CIP
1455
Capital Insight Partners
Arizona
$9.6M
MSA
1456
Marino Stram & Associates
Massachusetts
$9.59M
SAM
1457
Shell Asset Management
Netherlands
$9.57M
MFG
1458
MidWestOne Financial Group
Iowa
$9.56M
SIA
1459
Soltis Investment Advisors
Utah
$9.55M
HZ
1460
Hixon Zuercher
Ohio
$9.55M
DA
1461
DCM Advisors
New York
$9.54M
UHC
1462
Union Heritage Capital
Michigan
$9.53M
PFM
1463
Phillips Financial Management
Indiana
$9.52M
BA
1464
Baugh & Associates
Georgia
$9.52M
SI
1465
Sava Infond
Slovenia
$9.52M
William Blair Investment Management
1466
William Blair Investment Management
Illinois
$9.5M
PG
1467
Patten Group
Tennessee
$9.49M
AH
1468
Allen Holding
New York
$9.46M
AIP
1469
Ameritas Investment Partners
Nebraska
$9.44M
RFN
1470
RDA Financial Network
Iowa
$9.44M
HWA
1471
HCR Wealth Advisors
California
$9.43M
GLR
1472
Great Lakes Retirement
Ohio
$9.42M
RMSCM
1473
R.M. Sincerbeaux Capital Management
New York
$9.42M
SF
1474
Symphony Financial
Texas
$9.42M
SAM
1475
Sompo Asset Management
Japan
$9.4M