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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
PCH
726
Polar Capital Holdings
United Kingdom
$35.4M
SCA
727
Stillwater Capital Advisors
Pennsylvania
$35.1M
CAM
728
Congress Asset Management
Massachusetts
$35M
TF
729
Talbot Financial
Washington
$34.9M
CSP
730
Cary Street Partners
Virginia
$34.7M
ONB
731
Old National Bancorp
Indiana
$34.7M
BCM
732
Brookstone Capital Management
Illinois
$34.7M
AWM
733
Absher Wealth Management
North Carolina
$34.5M
PMG
734
ProVise Management Group
Florida
$34.1M
FCH
735
Freestone Capital Holdings
Washington
$34M
CHAM
736
Clear Harbor Asset Management
Connecticut
$34M
GI
737
GAMMA Investing
California
$34M
SHFA
738
SS&H Financial Advisors
Michigan
$33.9M
Barrow, Hanley, Mewhinney & Strauss
739
Barrow, Hanley, Mewhinney & Strauss
Texas
$33.7M
ATPW
740
Ashton Thomas Private Wealth
Arizona
$33.7M
VCM
741
Voleon Capital Management
California
$33.7M
FISPB
742
Fideuram - Intesa Sanpaolo Private Banking
$33.6M
CFO
743
Callan Family Office
Pennsylvania
$33.6M
HP
744
Hosking Partners
United Kingdom
$33.6M
CG
745
Caprock Group
Idaho
$33.5M
FMI
746
F/M Investments
District of Columbia
$33.5M
LOAMS
747
Lombard Odier Asset Management (Switzerland)
Switzerland
$33.3M
GGS
748
Galvin Gaustad & Stein
Arizona
$33.1M
TNB
749
Thomasville National Bank
Georgia
$33M
KCM
750
Kornitzer Capital Management
Kansas
$32.9M