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JPMorgan Chase

5,012 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,943 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:

4% more capital invested

Capital invested by funds: $617B → $639B (+$22.3B)

9% less repeat investments, than reductions

Existing positions increased: 1,943 | Existing positions reduced: 2,130

11% less call options, than puts

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

Holders
5,012
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
926
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
MSA
876
MUFG Securities Americas
New York
$25.7M
GIA
877
Gladstone Institutional Advisory
Florida
$25.7M
FNFDCM
878
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$25.6M
MA
879
Montag & Associates
Georgia
$25.6M
DAS
880
Dynamic Advisor Solutions
Arizona
$25.6M
JWBC
881
J.W. Burns & Co
New York
$25.5M
BCM
882
BlueCrest Capital Management
Jersey
$25.5M
PAM
883
Peak Asset Management
Colorado
$25.5M
TFS
884
Thoroughbred Financial Services
Tennessee
$25.4M
WF
885
WoodTrust Financial
Wisconsin
$25.3M
CWM
886
Calamos Wealth Management
Illinois
$25.3M
CC
887
Courier Capital
New York
$25.3M
MYAM
888
Meiji Yasuda Asset Management
Japan
$25.2M
SFI
889
Siemens Fonds Invest
Germany
$25.2M
BBI
890
Baxter Bros Inc
Connecticut
$25.1M
SW
891
SlateStone Wealth
Florida
$25.1M
WIC
892
Willis Investment Counsel
Georgia
$25.1M
WCM
893
Whitener Capital Management
North Carolina
$25.1M
LPT
894
Legacy Private Trust
Wisconsin
$25.1M
Hudson Bay Capital Management
895
Hudson Bay Capital Management
Connecticut
$25M
SHGA
896
Sand Hill Global Advisors
California
$25M
JC
897
JB Capital
Connecticut
$24.9M
AT
898
Arbejdsmarkedets Tillaegspension
$24.9M
BCM
899
BTC Capital Management
Iowa
$24.9M
BHWM
900
Bar Harbor Wealth Management
New Hampshire
$24.9M