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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
ABC
351
Associated Banc-Corp
Wisconsin
$127M
IC
352
IEQ Capital
California
$126M
OC
353
Oppenheimer & Co
New York
$125M
TH
354
TCTC Holdings
Texas
$124M
RWP
355
RWA Wealth Partners
Massachusetts
$123M
DK
356
DJE Kapital
Germany
$123M
Vontobel Holding
357
Vontobel Holding
Switzerland
$123M
UCFA
358
United Capital Financial Advisors
Texas
$121M
LCIP
359
Life Cycle Investment Partners
$120M
NYLIM
360
New York Life Investment Management
New York
$120M
PAG
361
Private Advisor Group
New Jersey
$120M
JFG
362
Jefferies Financial Group
New York
$119M
UFM
363
Ursa Fund Management
California
$119M
RMDI
364
R.M. Davis Inc
Maine
$119M
WHG
365
Westwood Holdings Group
Texas
$118M
RBI
366
Raiffeisen Bank International
Austria
$118M
RIM
367
Rakuten Investment Management
Japan
$116M
NIM
368
NEOS Investment Management
Connecticut
$116M
Wealthfront Advisers
369
Wealthfront Advisers
California
$116M
CFG
370
Citizens Financial Group
Rhode Island
$116M
PWP
371
Principle Wealth Partners
Connecticut
$115M
BCM
372
Becker Capital Management
Oregon
$115M
IMCOOI
373
Investment Management Corp of Ontario (IMCO)
Canada
$115M
CAM
374
Cresset Asset Management
Illinois
$114M
WGAM
375
Wilkinson Global Asset Management
New York
$114M