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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
MIFH
451
Migdal Insurance & Financial Holdings
Israel
$81M
Optiver Holding
452
Optiver Holding
Netherlands
$80.6M
GC
453
Guggenheim Capital
Illinois
$80.1M
NC
454
Nicholas Company
Wisconsin
$80.1M
HWM
455
HB Wealth Management
Georgia
$79.5M
WIA
456
World Investment Advisors
California
$79.3M
TAM
457
Todd Asset Management
Kentucky
$79.2M
DWM
458
Dakota Wealth Management
Florida
$78.6M
RMA
459
Roffman Miller Associates
Pennsylvania
$78.3M
CAG
460
Crestwood Advisors Group
Massachusetts
$78.3M
VVP
461
Venture Visionary Partners
Ohio
$78.1M
CGH
462
Crossmark Global Holdings
Texas
$78M
SAM
463
Silvercrest Asset Management
New York
$77.7M
AAF
464
Andra AP-fonden
Sweden
$77.7M
SIC
465
Salem Investment Counselors
North Carolina
$77.6M
JEST
466
JTC Employer Solutions Trustee
Jersey
$77M
BF
467
BOK Financial
Oklahoma
$76.9M
BCI
468
Brinker Capital Investments
Pennsylvania
$76.8M
CTB
469
Country Trust Bank
Illinois
$76.4M
CIA
470
Concurrent Investment Advisors
Florida
$76.3M
IGAM
471
iA Global Asset Management
Quebec, Canada
$76.3M
LMIM
472
Lockheed Martin Investment Management
Maryland
$76.1M
SWP
473
Stratos Wealth Partners
Ohio
$75.9M
T. Rowe Price Investment Management
474
T. Rowe Price Investment Management
Maryland
$75.6M
SCP
475
Seizert Capital Partners
Michigan
$75.4M