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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
WT
476
Washington Trust
Rhode Island
$75.2M
PFS
477
Prospera Financial Services
Texas
$75.2M
CIA
478
Capital Investment Advisors
Georgia
$75.2M
KB
479
Kimelman & Baird
New York
$74.6M
DRZID
480
DePrince Race & Zollo Inc (DRZ)
Florida
$74.3M
IIM
481
INTECH Investment Management
Florida
$73.9M
AF
482
Aviso Financial
Ontario, Canada
$73.8M
JIC
483
Johnson Investment Counsel
Ohio
$73.4M
DCM
484
Discovery Capital Management
Connecticut
$73.2M
ACM
485
Argent Capital Management
Missouri
$73.1M
HAG
486
HighPoint Advisor Group
Illinois
$73M
BIAS
487
Beacon Investment Advisory Services
New Jersey
$72.7M
NAM
488
NorthCrest Asset Manangement
Minnesota
$72.3M
VLKIM
489
Van Lanschot Kempen Investment Management
Netherlands
$72.2M
MSR
490
Main Street Research
Connecticut
$71.5M
ZIC
491
ZWJ Investment Counsel
Georgia
$71.4M
VF
492
Vest Financial
Virginia
$71.1M
VC
493
Vestor Capital
Illinois
$70.9M
KIA
494
KCM Investment Advisors
California
$70.7M
BB
495
Busey Bank
Illinois
$70.3M
CS
496
Cannell & Spears
New York
$70.2M
AAP
497
Aristotle Atlantic Partners
Florida
$70.2M
AP
498
Americana Partners
Texas
$70.2M
GKIM
499
GW&K Investment Management
Massachusetts
$70.1M
CIS
500
Capital International Sarl
California
$69.5M