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JPMorgan Chase

5,116 hedge funds and large institutions have $640B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 557 funds opening new positions, 1,961 increasing their positions, 2,146 reducing their positions, and 90 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 funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $618B → $640B (+$22B)

9% less repeat investments, than reductions

Existing positions increased: 1,961 | Existing positions reduced: 2,146

10% less call options, than puts

Call options by funds: $10.5B | Put options by funds: $11.7B

Holders
5,116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5B
Puts
$11.7B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
326
Fjarde Ap-fonden
Sweden
$141M
HF
327
HRT Financial
New York
$141M
OAM
328
Oppenheimer Asset Management
New York
$141M
VRS
329
Virginia Retirement Systems
Virginia
$140M
AIM
330
Achmea Investment Management
Netherlands
$140M
BTCPP
331
Border to Coast Pensions Partnership
United Kingdom
$139M
ACM
332
Advisors Capital Management
New Jersey
$139M
PA
333
Pinnacle Associates
New York
$136M
SCA
334
STALEY CAPITAL ADVISERS
Pennsylvania
$135M
D.E. Shaw & Co
335
D.E. Shaw & Co
New York
$135M
CIC
336
Carnegie Investment Counsel
Ohio
$135M
X
337
Xponance
Pennsylvania
$135M
Los Angeles Capital Management
338
Los Angeles Capital Management
California
$134M
PFSRSONJ
339
Police & Firemen's Retirement System of New Jersey
New Jersey
$134M
SI
340
Stephens Inc
Arkansas
$134M
DADC
341
D.A. Davidson & Co
Montana
$133M
AF
342
Allworth Financial
California
$133M
CRC
343
Curi RMB Capital
Illinois
$133M
A
344
AustralianSuper
Australia
$132M
GPA
345
Guidance Point Advisors
Massachusetts
$129M
HR
346
Hardy Reed
Mississippi
$129M
GT
347
Glenview Trust
Kentucky
$129M
Two Sigma Investments
348
Two Sigma Investments
New York
$128M
BMO
349
Beck Mack & Oliver
New York
$128M
SFA
350
Sequoia Financial Advisors
Ohio
$127M