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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
LNWTC
551
Laird Norton Wetherby Trust Company
Washington
$56.6M
FNBOO
552
First National Bank of Omaha
Nebraska
$56.4M
NB
553
Norinchukin Bank
Japan
$56.3M
KRS
554
Kentucky Retirement Systems
Kentucky
$56.2M
HIIFS
555
Harel Insurance Investments & Financial Services
Israel
$55.8M
IAA
556
Independent Advisor Alliance
North Carolina
$55.7M
SCA
557
Snowden Capital Advisors
New York
$55.5M
LCS
558
Levin Capital Strategies
New York
$55.5M
CA
559
Cornerstone Advisors
North Carolina
$55.5M
DILIC
560
Dai-ichi Life Insurance Company
Japan
$55.5M
ASN
561
Advisory Services Network
Georgia
$55.4M
RC
562
Randolph Company
Ohio
$55.3M
VA
563
Vident Advisory
Georgia
$55.3M
MFG
564
Merit Financial Group
Georgia
$55.2M
EGA
565
Eagle Global Advisors
Texas
$55.2M
GI
566
GAMCO Investors
Connecticut
$55.1M
CGPCS
567
Capital Group Private Client Services
California
$54.9M
LFG
568
Lazard Frères Gestion
France
$54.8M
EDRH
569
Edmond de Rothschild Holding
Switzerland
$54.2M
CA
570
CSM Advisors
Pennsylvania
$54M
CL
571
Choreo LLC
Illinois
$53.5M
JAM
572
Jupiter Asset Management
United Kingdom
$53.5M
SC
573
SouthState Corp
Florida
$53.3M
MOS
574
MGO One Seven
Ohio
$53.2M
GAM
575
Generali Asset Management
Italy
$53.2M