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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
ATC
426
Argent Trust Co
Tennessee
$90.4M
OIAM
427
OFI Invest Asset Management
France
$89.7M
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$89.3M
BHC
429
Bowen Hanes & Co
Florida
$89.3M
Capital Fund Management (CFM)
430
Capital Fund Management (CFM)
France
$88.7M
BSL
431
Blue Sparrow LLC
Delaware
$88.3M
RCM
432
RNC Capital Management
California
$88.3M
Envestnet Portfolio Solutions
433
Envestnet Portfolio Solutions
Illinois
$87.8M
SOADOR
434
State of Alaska Department of Revenue
Alaska
$87.3M
EPIM
435
Evelyn Partners Investment Management
$87.3M
BBVA
436
Banco Bilbao Vizcaya Argentaria
Spain
$86.9M
MCI
437
McDonald Capital Investors
California
$86.7M
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$85.8M
NSIM
439
North Star Investment Management
Illinois
$85.3M
RIG
440
RiverFront Investment Group
Virginia
$85.2M
Connor, Clark & Lunn Investment Management (CC&L)
441
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$84.6M
CA
442
Clearstead Advisors
Ohio
$83.8M
DWP
443
Daymark Wealth Partners
Ohio
$83.7M
PP
444
Prudential plc
United Kingdom
$83.1M
TAM
445
Tocqueville Asset Management
New York
$82.9M
WSFS
446
Wilmington Savings Fund Society
Delaware
$82.3M
SCTC
447
Sanibel Captiva Trust Company
Florida
$81.4M
MG
448
Markel Group
Virginia
$81.4M
EF
449
Empowered Funds
Pennsylvania
$81.3M
CS
450
Clear Street
New York
$81.1M