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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
NC
451
Nicholas Company
Wisconsin
$80.1M
HWM
452
HB Wealth Management
Georgia
$79.5M
TAM
453
Todd Asset Management
Kentucky
$79.2M
DWM
454
Dakota Wealth Management
Florida
$78.6M
RMA
455
Roffman Miller Associates
Pennsylvania
$78.3M
CAG
456
Crestwood Advisors Group
Massachusetts
$78.3M
VVP
457
Venture Visionary Partners
Ohio
$78.1M
CGH
458
Crossmark Global Holdings
Texas
$78M
SAM
459
Silvercrest Asset Management
New York
$77.7M
AAF
460
Andra AP-fonden
Sweden
$77.7M
SIC
461
Salem Investment Counselors
North Carolina
$77.6M
JEST
462
JTC Employer Solutions Trustee
Jersey
$77M
BF
463
BOK Financial
Oklahoma
$76.9M
BCI
464
Brinker Capital Investments
Pennsylvania
$76.8M
CTB
465
Country Trust Bank
Illinois
$76.4M
CIA
466
Concurrent Investment Advisors
Florida
$76.3M
IGAM
467
iA Global Asset Management
Quebec, Canada
$76.3M
LMIM
468
Lockheed Martin Investment Management
Maryland
$76.1M
SWP
469
Stratos Wealth Partners
Ohio
$75.9M
T. Rowe Price Investment Management
470
T. Rowe Price Investment Management
Maryland
$75.6M
SCP
471
Seizert Capital Partners
Michigan
$75.4M
WIA
472
World Investment Advisors
California
$75.3M
WT
473
Washington Trust
Rhode Island
$75.2M
PFS
474
Prospera Financial Services
Texas
$75.2M
CIA
475
Capital Investment Advisors
Georgia
$75.2M