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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
BHC
426
Bowen Hanes & Co
Florida
$89.3M
Capital Fund Management (CFM)
427
Capital Fund Management (CFM)
France
$88.7M
BSL
428
Blue Sparrow LLC
Delaware
$88.3M
RCM
429
RNC Capital Management
California
$88.3M
Envestnet Portfolio Solutions
430
Envestnet Portfolio Solutions
Illinois
$87.8M
SOADOR
431
State of Alaska Department of Revenue
Alaska
$87.3M
EPIM
432
Evelyn Partners Investment Management
$87.3M
BBVA
433
Banco Bilbao Vizcaya Argentaria
Spain
$86.9M
MCI
434
McDonald Capital Investors
California
$86.7M
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$85.8M
NSIM
436
North Star Investment Management
Illinois
$85.3M
RIG
437
RiverFront Investment Group
Virginia
$85.2M
Connor, Clark & Lunn Investment Management (CC&L)
438
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$84.6M
CA
439
Clearstead Advisors
Ohio
$83.8M
DWP
440
Daymark Wealth Partners
Ohio
$83.7M
PP
441
Prudential plc
United Kingdom
$83.1M
TAM
442
Tocqueville Asset Management
New York
$82.9M
WSFS
443
Wilmington Savings Fund Society
Delaware
$82.3M
SCTC
444
Sanibel Captiva Trust Company
Florida
$81.4M
MG
445
Markel Group
Virginia
$81.4M
EF
446
Empowered Funds
Pennsylvania
$81.3M
CS
447
Clear Street
New York
$81.1M
MIFH
448
Migdal Insurance & Financial Holdings
Israel
$81M
Optiver Holding
449
Optiver Holding
Netherlands
$80.6M
GC
450
Guggenheim Capital
Illinois
$80.1M