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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
AAB
251
ABN AMRO Bank
Netherlands
$208M
Cambridge Investment Research Advisors
252
Cambridge Investment Research Advisors
Iowa
$208M
SC
253
Samlyn Capital
New York
$205M
COPPSERS
254
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$204M
MSV
255
MN Services Vermogensbeheer
Netherlands
$204M
Allspring Global Investments
256
Allspring Global Investments
North Carolina
$202M
CS
257
Candriam SCA
Luxembourg
$202M
Balyasny Asset Management
258
Balyasny Asset Management
Illinois
$201M
PFPG
259
Pinnacle Financial Partners (Georgia)
Georgia
$200M
AAMU
260
AEGON Asset Management (UK)
United Kingdom
$199M
MSE
261
MUFG Securities EMEA
United Kingdom
$198M
LSV Asset Management
262
LSV Asset Management
Illinois
$197M
UBP
263
Union Bancaire Privee
Switzerland
$196M
DLA
264
Douglas Lane & Associates
New York
$196M
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$193M
CII
266
Capital International Inc
California
$190M
EWM
267
Evercore Wealth Management
New York
$189M
Lido Advisors
268
Lido Advisors
California
$188M
DC
269
Davenport & Co
Virginia
$187M
DSA
270
Davis Selected Advisers
Arizona
$184M
WJWM
271
Williams Jones Wealth Management
New York
$184M
CAI
272
Capital Advisors Inc
Oklahoma
$183M
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$182M
SCM
274
Smead Capital Management
Arizona
$181M
HA
275
Homestead Advisers
Virginia
$181M