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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
Dodge & Cox
676
Dodge & Cox
California
$40.1M
PMG
677
Private Management Group
California
$40.1M
TBA
678
Tower Bridge Advisors
Pennsylvania
$40M
OA
679
Oak Associates
Ohio
$39.7M
KFP
680
KMG Fiduciary Partners
Ohio
$39.5M
DIA
681
Dana Investment Advisors
Wisconsin
$39.4M
AHB
682
Abner Herrman & Brock
New Jersey
$39.3M
BFG
683
Bleakley Financial Group
New Jersey
$39.1M
CI
684
Conning Inc
Connecticut
$38.9M
BCM
685
Bridgeway Capital Management
Texas
$38.8M
SGK
686
Steigerwald Gordon & Koch
Virginia
$38.8M
PCM
687
Palisade Capital Management
New Jersey
$38.7M
NIG
688
NFJ Investment Group
Texas
$38.7M
FDCP
689
Foster Dykema Cabot & Partners
Massachusetts
$38.6M
PP
690
Patten & Patten
Tennessee
$38.6M
SBCM
691
Schwerin Boyle Capital Management
Massachusetts
$38.5M
IWC
692
Integrated Wealth Concepts
Massachusetts
$38.2M
SPS
693
Susquehanna Portfolio Strategies
Pennsylvania
$38.1M
TA
694
TruWealth Advisors
Louisiana
$38.1M
AIMC
695
Alley Investment Management Company
Illinois
$38M
7WCP
696
71 West Capital Partners
Massachusetts
$38M
TWC
697
The Woodbridge Company
Ontario, Canada
$37.9M
FLII
698
First Long Island Investors
New York
$37.8M
SCA
699
Stonebridge Capital Advisors
Minnesota
$37.8M
PCM
700
Polaris Capital Management
Massachusetts
$37.8M