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JPMorgan Chase

4,701 hedge funds and large institutions have $617B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 1,921 increasing their positions, 2,102 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:

1.06% less ownership

Funds ownership: 72.22%71.15% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 943912 (-31)

12% less call options, than puts

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

Holders
4,701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
912
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
JWBC
201
John W. Bristol & Co
New York
$283M
JFL
202
Jarislowsky, Fraser Ltd
Quebec, Canada
$277M
CRM
203
Cardano Risk Management
Netherlands
$277M
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$275M
CCMG
205
Clark Capital Management Group
Pennsylvania
$274M
NA
206
NewEdge Advisors
Louisiana
$268M
Empower Advisory Group
207
Empower Advisory Group
Colorado
$264M
BTW
208
Boston Trust Walden
Massachusetts
$260M
N
209
Natixis
France
$258M
CBU
210
CIBC Bancorp USA
Illinois
$257M
LGF
211
LGT Group Foundation
Liechtenstein
$256M
ASRS
212
Arizona State Retirement System
Arizona
$256M
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$256M
Two Sigma Investments
214
Two Sigma Investments
New York
$253M
GAM
215
Groupama Asset Management
France
$245M
AT
216
AMF Tjänstepension
Sweden
$242M
CLGM
217
Capitolis Liquid Global Markets
New York
$241M
BCWM
218
Bartlett & Co Wealth Management
Ohio
$238M
AssetMark Inc
219
AssetMark Inc
California
$236M
P
220
&Partners
Tennessee
$236M
Loomis, Sayles & Company
221
Loomis, Sayles & Company
Massachusetts
$235M
Calamos Advisors
222
Calamos Advisors
Illinois
$235M
SMDAM
223
Sumitomo Mitsui DS Asset Management
Japan
$234M
FWCM
224
Ferguson Wellman Capital Management
Oregon
$234M
Man Group
225
Man Group
United Kingdom
$232M