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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
ZIG
301
Zurich Insurance Group
Switzerland
$155M
TI
302
Tidal Investments
Wisconsin
$155M
NW
303
NewEdge Wealth
Pennsylvania
$155M
BS
304
Banco Santander
Spain
$153M
Federated Hermes
305
Federated Hermes
Pennsylvania
$152M
Susquehanna International Group
306
Susquehanna International Group
Pennsylvania
$152M
BCM
307
Basswood Capital Management
New York
$151M
HPC
308
HM Payson & Co
Maine
$151M
Macquarie Group
309
Macquarie Group
Australia
$150M
WP
310
Woodline Partners
California
$150M
NAM
311
Nissay Asset Management
Japan
$150M
MCM
312
MAI Capital Management
Ohio
$149M
GLF
313
Groupe la Francaise
France
$149M
SC
314
Sapient Capital
Indiana
$148M
IMPI
315
Ilmarinen Mutual Pension Insurance
Finland
$148M
URS
316
Utah Retirement Systems
Utah
$147M
VMPIC
317
Varma Mutual Pension Insurance Co
Finland
$145M
QCM
318
QRG Capital Management
Illinois
$144M
UIM
319
USS Investment Management
United Kingdom
$144M
UB
320
UMB Bank
Missouri
$143M
MT
321
Midwest Trust
Kansas
$142M
PTPFOECYE
322
PBU - The Pension Fund of Early Childhood & Youth Educators
$142M
TRSOTSOK
323
Teachers Retirement System of the State of Kentucky
Kentucky
$142M
EB
324
Eastern Bank
Massachusetts
$142M
FAF
325
Fjarde Ap-fonden
Sweden
$141M