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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
MWM
501
Modera Wealth Management
New Jersey
$69.4M
EMPI
502
Elo Mutual Pension Insurance
Finland
$69.4M
AI
503
Atria Investments
North Carolina
$69.3M
PWP
504
Perfromance Wealth Partners
Illinois
$68.7M
CIC
505
Crawford Investment Counsel
Georgia
$68.6M
Pacer Advisors
506
Pacer Advisors
Pennsylvania
$68.6M
DWM
507
Destination Wealth Management
California
$68.4M
TCOV
508
Trust Company of Vermont
Vermont
$67.7M
AC
509
Allstate Corporation
Illinois
$67.7M
EH
510
Equitable Holdings
New York
$67.5M
MLL
511
Moody Lynn & Lieberson
Massachusetts
$67.5M
IMRF
512
Illinois Municipal Retirement Fund
Illinois
$66.7M
ADEF
513
Adams Diversified Equity Fund
Maryland
$66.7M
BAAM
514
Baker Avenue Asset Management
California
$66.2M
A
515
Allianz
Germany
$65.9M
BPCE
516
Bank Pictet & Cie (Europe)
Germany
$65.4M
LS
517
Livforsakringsbolaget Skandia
Sweden
$64.9M
DAL
518
Delta Accumulation LLC
California
$64.9M
AWM
519
Apollon Wealth Management
South Carolina
$64.5M
FFM
520
Fisher Funds Management
New Zealand
$64.4M
TS
521
Triglav Skladi
Slovenia
$64.3M
HCMG
522
Howard Capital Management Group
California
$64M
MCM
523
Mill Capital Management
North Carolina
$63.9M
ISL
524
Ingalls & Snyder LLC
New York
$63.6M
MWM
525
Meridian Wealth Management
Kentucky
$63.5M