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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
HF
326
HRT Financial
New York
$141M
OAM
327
Oppenheimer Asset Management
New York
$141M
VRS
328
Virginia Retirement Systems
Virginia
$140M
AIM
329
Achmea Investment Management
Netherlands
$140M
BTCPP
330
Border to Coast Pensions Partnership
United Kingdom
$139M
ACM
331
Advisors Capital Management
New Jersey
$139M
PA
332
Pinnacle Associates
New York
$136M
SCA
333
STALEY CAPITAL ADVISERS
Pennsylvania
$135M
D.E. Shaw & Co
334
D.E. Shaw & Co
New York
$135M
CIC
335
Carnegie Investment Counsel
Ohio
$135M
X
336
Xponance
Pennsylvania
$135M
Los Angeles Capital Management
337
Los Angeles Capital Management
California
$134M
PFSRSONJ
338
Police & Firemen's Retirement System of New Jersey
New Jersey
$134M
SI
339
Stephens Inc
Arkansas
$134M
DADC
340
D.A. Davidson & Co
Montana
$133M
AF
341
Allworth Financial
California
$133M
CRC
342
Curi RMB Capital
Illinois
$133M
A
343
AustralianSuper
Australia
$132M
GPA
344
Guidance Point Advisors
Massachusetts
$129M
HR
345
Hardy Reed
Mississippi
$129M
GT
346
Glenview Trust
Kentucky
$129M
Two Sigma Investments
347
Two Sigma Investments
New York
$128M
BMO
348
Beck Mack & Oliver
New York
$128M
SFA
349
Sequoia Financial Advisors
Ohio
$127M
EAM
350
Erste Asset Management
Austria
$127M