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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
BCP
601
Blue Chip Partners
Michigan
$49.1M
PR
602
Payden & Rygel
California
$49M
HWA
603
Heritage Wealth Advisors
Virginia
$48.7M
BEI
604
Benjamin Edwards Inc
Missouri
$48.5M
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$48.4M
CIP
606
Cornerstone Investment Partners
Georgia
$48.3M
LI
607
LMCG Investments
Massachusetts
$48.2M
ACA
608
Anchor Capital Advisors
Massachusetts
$48M
FCBT
609
First Citizens Bank & Trust
North Carolina
$47.9M
Impax Asset Management Group
610
Impax Asset Management Group
United Kingdom
$47.2M
FSA
611
Franklin Street Advisors
North Carolina
$47.2M
AG
612
AIA Group
Hong Kong
$47.1M
PCIA
613
Prime Capital Investment Advisors
Kansas
$47.1M
WAS
614
Wesleyan Assurance Society
United Kingdom
$46.9M
AWM
615
Axxcess Wealth Management
California
$46.8M
CAM
616
Carret Asset Management
New York
$46.8M
FFA
617
Farther Finance Advisors
California
$46.7M
VFA
618
Valeo Financial Advisors
Indiana
$46.3M
RIL
619
Rothschild Investment LLC
Illinois
$46.1M
MGP
620
Metis Global Partners
California
$46M
MIA
621
MMBG Investment Advisors
Florida
$45.9M
SC
622
Savant Capital
Illinois
$45.4M
CC
623
Chicago Capital
Illinois
$45.4M
GIBU
624
Gulf International Bank (UK)
United Kingdom
$45.3M
CS
625
Central Securities
New York
$45.1M