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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
SYBT
376
Stock Yards Bank & Trust
Kentucky
$113M
HW
377
Hancock Whitney
Mississippi
$113M
BAM
378
Berkshire Asset Management
Pennsylvania
$112M
ESBC
379
E.S. Barr & Co
Kentucky
$112M
DCM
380
Donaldson Capital Management
Indiana
$111M
CFB
381
Cullen/Frost Bankers
Texas
$111M
BPA
382
Beacon Pointe Advisors
California
$111M
WPC
383
Waters Parkerson & Co
Louisiana
$110M
Pzena Investment Management
384
Pzena Investment Management
New York
$110M
FLPIM
385
F.L. Putnam Investment Management
Massachusetts
$108M
VDI
386
Vaughan David Investments
Illinois
$107M
GF
387
Gabelli Funds
New York
$107M
QC
388
Quadrature Capital
United Kingdom
$106M
WTC
389
WhitTier Trust Company
Nevada
$105M
VIM
390
Vinva Investment Management
Australia
$104M
FT
391
Fiduciary Trust
Massachusetts
$104M
BPWM
392
Badgley Phelps Wealth Managers
Washington
$104M
FFM
393
Fullerton Fund Management
Singapore
$103M
WA
394
Waverly Advisors
Alabama
$103M
MIF
395
Mediolanum International Funds
Ireland
$103M
KPWS
396
Kestra Private Wealth Services
Texas
$102M
GFI
397
Global Frontier Investments
South Carolina
$101M
ACA
398
Aptus Capital Advisors
Alabama
$101M
YCM
399
Yousif Capital Management
Michigan
$101M
MOACM
400
Mutual of America Capital Management
New York
$101M