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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
CVA
651
Ceredex Value Advisors
Florida
$42.9M
BBHC
652
Brown Brothers Harriman & Co
New York
$42.7M
PWM
653
Perigon Wealth Management
California
$42.6M
SMFG
654
Sumitomo Mitsui Financial Group
Japan
$42.6M
VT
655
Vise Technologies
New York
$42.5M
NRS
656
Neville Rodie & Shaw
New York
$42.4M
ALMGDA
657
AG2R La Mondiale Gestion d'Actifs
France
$42.3M
SGAM
658
Smith Group Asset Management
Texas
$42.3M
FTWA
659
Fifth Third Wealth Advisors
Ohio
$42.2M
NCM
660
Narwhal Capital Management
Georgia
$41.9M
MC
661
Moors & Cabot
Massachusetts
$41.5M
NB
662
NBT Bank
New York
$41.1M
LG
663
LaFleur & Godfrey
Michigan
$41.1M
Squarepoint
664
Squarepoint
New York
$41.1M
BG
665
Bollard Group
Massachusetts
$41M
AP
666
Appleton Partners
Massachusetts
$41M
FFIC
667
First Fiduciary Investment Counsel
Ohio
$40.9M
NMERB
668
New Mexico Educational Retirement Board
New Mexico
$40.8M
BBA
669
BLB&B Advisors
Pennsylvania
$40.6M
MFAM
670
Motley Fool Asset Management
Virginia
$40.6M
HFS
671
Hantz Financial Services
Michigan
$40.4M
GRP
672
Global Retirement Partners
California
$40.3M
DI
673
DKRT Investments
$40.3M
VV
674
Verity & Verity
South Carolina
$40.3M
HI
675
Horizon Investments
North Carolina
$40.1M