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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
WGAM
376
Wilkinson Global Asset Management
New York
$114M
SYBT
377
Stock Yards Bank & Trust
Kentucky
$113M
HW
378
Hancock Whitney
Mississippi
$113M
BAM
379
Berkshire Asset Management
Pennsylvania
$112M
ESBC
380
E.S. Barr & Co
Kentucky
$112M
DCM
381
Donaldson Capital Management
Indiana
$111M
CFB
382
Cullen/Frost Bankers
Texas
$111M
BPA
383
Beacon Pointe Advisors
California
$111M
WPC
384
Waters Parkerson & Co
Louisiana
$110M
Pzena Investment Management
385
Pzena Investment Management
New York
$110M
HC
386
Henshaw Capital
Massachusetts
$109M
FLPIM
387
F.L. Putnam Investment Management
Massachusetts
$108M
VDI
388
Vaughan David Investments
Illinois
$107M
GF
389
Gabelli Funds
New York
$107M
QC
390
Quadrature Capital
United Kingdom
$106M
WTC
391
WhitTier Trust Company
Nevada
$105M
VIM
392
Vinva Investment Management
Australia
$104M
FT
393
Fiduciary Trust
Massachusetts
$104M
BPWM
394
Badgley Phelps Wealth Managers
Washington
$104M
FFM
395
Fullerton Fund Management
Singapore
$103M
WA
396
Waverly Advisors
Alabama
$103M
MIF
397
Mediolanum International Funds
Ireland
$103M
KPWS
398
Kestra Private Wealth Services
Texas
$102M
GFI
399
Global Frontier Investments
South Carolina
$101M
ACA
400
Aptus Capital Advisors
Alabama
$101M