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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
OC
526
Oakworth Capital
Alabama
$63.3M
KFC
527
Klingenstein Fields & Co
New York
$62.8M
AIM
528
Artemis Investment Management
United Kingdom
$62.7M
NIM
529
Northeast Investment Management
Massachusetts
$62.5M
GI
530
Gradient Investments
Minnesota
$62.3M
MSU
531
Mizuho Securities USA
New York
$62.1M
FIA
532
Foundations Investment Advisors
Arizona
$62M
AWA
533
Arkadios Wealth Advisors
Georgia
$62M
HIMC
534
Heritage Investors Management Corp
Maryland
$61.5M
NIM
535
Nexus Investment Management
Ontario, Canada
$61M
AAIS
536
ABN AMRO Investment Solutions
$61M
AAIM
537
American Assets Investment Management
California
$60.8M
DJSG
538
D.J. St. Germain
Massachusetts
$60.8M
SF
539
Summit Financial
New Jersey
$60.7M
OIMU
540
Osmosis Investment Management UK
United Kingdom
$60.2M
SDJVC
541
St. Denis J. Villere & Co
Louisiana
$60.2M
HR
542
Howe & Rusling
New York
$60.2M
FNBT
543
FineMark National Bank & Trust
Florida
$59.9M
MCM
544
Maple Capital Management
Vermont
$59.8M
DPL
545
Danica Pension Livsforsikrings
$59.4M
BSA
546
Braun Stacey Associates
New York
$58.7M
CSIC
547
Clifford Swan Investment Counsel
California
$58.3M
FNT
548
First National Trust
Pennsylvania
$57.6M
CCM
549
Chilton Capital Management
Texas
$57.5M
CTA
550
Chesley Taft & Associates
Illinois
$56.8M