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JPMorgan Chase

5,008 hedge funds and large institutions have $638B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 492 funds opening new positions, 1,941 increasing their positions, 2,130 reducing their positions, and 89 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 ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% more capital invested

Capital invested by funds: $617B → $638B (+$21.2B)

9% less repeat investments, than reductions

Existing positions increased: 1,941 | Existing positions reduced: 2,130

11% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $11.6B

Holders
5,008
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
924
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4B
Puts
$11.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
51
National Pension Service
South Korea
$1.74B
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
52
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.7B
Principal Financial Group
53
Principal Financial Group
Iowa
$1.65B
TD Asset Management
54
TD Asset Management
Ontario, Canada
$1.59B
JP Morgan Chase
55
JP Morgan Chase
New York
$1.59B
UE
56
Unisphere Establishment
Liechtenstein
$1.55B
Swedbank
57
Swedbank
Sweden
$1.52B
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.52B
Bessemer Group
59
Bessemer Group
New Jersey
$1.51B
ClearBridge Investments
60
ClearBridge Investments
New York
$1.49B
Sanders Capital
61
Sanders Capital
Florida
$1.39B
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.37B
Janus Henderson Group
63
Janus Henderson Group
United Kingdom
$1.35B
Stifel Financial
64
Stifel Financial
Missouri
$1.26B
Robeco Institutional Asset Management
65
Robeco Institutional Asset Management
Netherlands
$1.22B
American Century Companies
66
American Century Companies
Missouri
$1.19B
Primecap Management
67
Primecap Management
California
$1.16B
US Bancorp
68
US Bancorp
Minnesota
$1.15B
Nordea Investment Management
69
Nordea Investment Management
Sweden
$1.15B
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$1.05B
Allianz Asset Management
71
Allianz Asset Management
Germany
$1.04B
Corient Private Wealth
72
Corient Private Wealth
Florida
$1.03B
Fayez Sarofim & Co
73
Fayez Sarofim & Co
Texas
$1.02B
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$1.02B
VOYA Investment Management
75
VOYA Investment Management
Georgia
$990M