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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
JSSH
701
J. Safra Sarasin Holding
$37.7M
SCM
702
SCS Capital Management
Massachusetts
$37.7M
AHC
703
Adell Harriman & Carpenter
Texas
$37.5M
SRC
704
Shufro Rose & Co
New York
$36.6M
CANC
705
Culbertson A N & Co
Virginia
$36.6M
MNA
706
Manning & Napier Advisors
New York
$36.4M
CBUSF
707
Construction & Building Unions Superannuation Fund
Australia
$36.4M
OIA
708
OneDigital Investment Advisors
Kansas
$36.4M
MIM
709
Manitou Investment Management
Ontario, Canada
$36.2M
SIA
710
Sit Investment Associates
Minnesota
$36.1M
TYCC
711
Texas Yale Capital Corp
Florida
$36.1M
STA
712
Summit Trail Advisors
New York
$36.1M
PCMF
713
Private Capital Management (Florida)
Florida
$36.1M
CTA
714
Colonial Trust Advisors
South Carolina
$35.9M
BHCM
715
Brevan Howard Capital Management
Jersey
$35.8M
LA
716
LBP AM
France
$35.8M
JPMIA
717
J.P. Marvel Investment Advisors
Massachusetts
$35.7M
AWAG
718
ARS Wealth Advisors Group
Florida
$35.7M
GAM
719
Gotham Asset Management
New York
$35.7M
OPCM
720
Osborne Partners Capital Management
California
$35.6M
RMC
721
Resources Management Corp
Connecticut
$35.6M
VAS
722
Vestmark Advisory Solutions
Massachusetts
$35.5M
NRG
723
Nemes Rush Group
Michigan
$35.5M
SBH
724
Segall Bryant & Hamill
Illinois
$35.4M
HSA
725
HBK Sorce Advisory
Pennsylvania
$35.4M