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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
ST
1601
Smithfield Trust
Pennsylvania
$8.35M
LCM
1602
Liberty Capital Management
Michigan
$8.34M
CAM
1603
Covenant Asset Management
New Jersey
$8.34M
MCCA
1604
Mill Creek Capital Advisors
Pennsylvania
$8.28M
EHC
1605
Everett Harris & Co
California
$8.26M
SCP
1606
Stamos Capital Partners
California
$8.25M
LOIM
1607
Liberty One Investment Management
Illinois
$8.25M
MCM
1608
McRae Capital Management
New Jersey
$8.25M
MPA
1609
Marvin & Palmer Associates
Delaware
$8.24M
SPC
1610
Spirepoint Private Client
Florida
$8.24M
CAMV
1611
Concord Asset Management (Virginia)
Virginia
$8.22M
AIA
1612
AssuredPartners Investment Advisors
Florida
$8.22M
AF
1613
Arrow Financial
New York
$8.21M
ACM
1614
Alta Capital Management
Utah
$8.2M
SFS
1615
Strategic Financial Services
New York
$8.19M
A
1616
Argentarii
Ohio
$8.19M
BL
1617
BFSG LLC
California
$8.19M
MCA
1618
MSH Capital Advisors
Arizona
$8.18M
Kayne Anderson Rudnick Investment Management
1619
Kayne Anderson Rudnick Investment Management
California
$8.17M
BIM
1620
Brentview Investment Management
Illinois
$8.16M
PKC
1621
Palmer Knight Company
Florida
$8.16M
IRAG
1622
Investment Research & Advisory Group
Georgia
$8.15M
TSWM
1623
Triangle Securities Wealth Management
North Carolina
$8.15M
UCI
1624
Uncommon Cents Investing
Wisconsin
$8.14M
JF
1625
Jericho Financial
Ohio
$8.14M