JPM icon

JPMorgan Chase

5,008 hedge funds and large institutions have $638B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 492 funds opening new positions, 1,941 increasing their positions, 2,130 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $617B → $638B (+$21.2B)

9% less repeat investments, than reductions

Existing positions increased: 1,941 | Existing positions reduced: 2,130

11% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $11.6B

Holders
5,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
924
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4B
Puts
$11.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
226
Ferguson Wellman Capital Management
Oregon
$240M
DnB Asset Management
227
DnB Asset Management
Norway
$238M
FFB
228
First Financial Bankshares
Texas
$238M
CLOS
229
Compagnie Lombard Odier SCmA
Switzerland
$236M
OAC
230
OMERS Administration Corp
Ontario, Canada
$236M
WorldQuant Millennium Advisors
231
WorldQuant Millennium Advisors
New York
$234M
CNB
232
Czech National Bank
Czech Republic
$231M
FAF
233
Första AP-fonden
Sweden
$230M
Calamos Advisors
234
Calamos Advisors
Illinois
$230M
Skandinaviska Enskilda Banken (SEB)
235
Skandinaviska Enskilda Banken (SEB)
Sweden
$230M
SMDAM
236
Sumitomo Mitsui DS Asset Management
Japan
$229M
Loomis, Sayles & Company
237
Loomis, Sayles & Company
Massachusetts
$228M
BAMF
238
BI Asset Management Fondsmaeglerselskab
Denmark
$228M
QP
239
Quilter Plc
United Kingdom
$227M
SA
240
Sanctuary Advisors
Indiana
$226M
ProShare Advisors
241
ProShare Advisors
Maryland
$226M
JHP
242
James Hambro & Partners
United Kingdom
$223M
WT
243
Whittier Trust
California
$220M
GIA
244
Gateway Investment Advisers
Ohio
$220M
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$219M
WF
246
Welch & Forbes
Massachusetts
$215M
ASC
247
Atalanta Sosnoff Capital
New York
$213M
AF
248
Align Financial
Minnesota
$212M
MIM
249
MetLife Investment Management
New Jersey
$210M
EWA
250
EP Wealth Advisors
California
$208M