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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
Arrowstreet Capital
276
Arrowstreet Capital
Massachusetts
$176M
EI
277
EFG International
$175M
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$174M
ERSOT
279
Employees Retirement System of Texas
Texas
$174M
VNIM
280
Vaughan Nelson Investment Management
Texas
$174M
KAS
281
Kestra Advisory Services
Texas
$174M
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$173M
AM
283
AGF Management
Ontario, Canada
$171M
ACAL
284
AG Campbell Advisory, LLC
Maryland
$171M
II
285
IFM Investors
Australia
$170M
GRQ
286
Gardner Russo & Quinn
Pennsylvania
$170M
SLAM
287
Swiss Life Asset Management
$167M
AWM
288
AE Wealth Management
Kansas
$166M
IG
289
ING Group
Netherlands
$163M
AB
290
Amalgamated Bank
New York
$162M
Parnassus Investments
291
Parnassus Investments
California
$161M
BIM
292
Bridges Investment Management
Nebraska
$160M
FMI
293
Factory Mutual Insurance
Massachusetts
$159M
AV
294
ASR Vermogensbeheer
Netherlands
$159M
Pathstone Holdings
295
Pathstone Holdings
New Jersey
$158M
BCIM
296
British Columbia Investment Management
British Columbia, Canada
$157M
CA
297
Commerzbank Aktiengesellschaft
Germany
$157M
TIAA Trust, National Association
298
TIAA Trust, National Association
North Carolina
$157M
VPIM
299
Vanguard Personalized Indexing Management
California
$156M
TG
300
TCW Group
California
$155M