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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
NSEDCP
5126
NJ State Employees Deferred Compensation Plan
New Jersey
Temasek Holdings
5127
Temasek Holdings
Singapore
IP
5128
Interval Partners
New York
MFS
5129
Mirabella Financial Services
United Kingdom
IAIM
5130
International Assets Investment Management
Florida
P
5131
Pitcairn
Pennsylvania
HKIM
5132
Hayek Kallen Investment Management
Alabama
AC
5133
Arrow Capital
Australia
WAM
5134
Weiss Asset Management
Massachusetts
SMH
5135
Sanders Morris Harris
Texas
CWM
5136
Crowley Wealth Management
Delaware
WG
5137
Winton Group
United Kingdom
MASUI
5138
MIRAE ASSET SECURITIES (USA) INC.
New York
SGM
5139
Skye Global Management
Florida
ECM
5140
ExodusPoint Capital Management
New York
YWM
5141
Yukon Wealth Management
Kansas
TWP
5142
Total Wealth Planning
Ohio
RCA
5143
Roberts Capital Advisors
Colorado
TC
5144
Touchstone Capital
Pennsylvania
GCP
5145
GSA Capital Partners
United Kingdom
TCM
5146
Tang Capital Management
California
VIA
5147
Virtus Investment Advisers
Connecticut
FIA
5148
FNY Investment Advisers
New York
MTC
5149
McDaniel Terry & Co
Texas
PAMP
5150
Polar Asset Management Partners
Ontario, Canada