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