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JPMorgan Chase

5,046 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 512 funds opening new positions, 1,949 increasing their positions, 2,139 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 ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% more capital invested

Capital invested by funds: $617B → $639B (+$21.8B)

9% less repeat investments, than reductions

Existing positions increased: 1,949 | Existing positions reduced: 2,139

10% less call options, than puts

Call options by funds: $10.5B | Put options by funds: $11.7B

Holders
5,046
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
930
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
TAM
1451
Trust Asset Management
Texas
$10.1M
CCT
1452
Chemung Canal Trust
New York
$10.1M
AWA
1453
Arete Wealth Advisors
Illinois
$10.1M
WP
1454
WealthShield Partners
North Carolina
$10M
FMB
1455
Field & Main Bank
Kentucky
$10M
A
1456
Argentarii
Ohio
$10M
FIB
1457
First Interstate Bank
Montana
$10M
HWA
1458
HCR Wealth Advisors
California
$10M
KIM
1459
Kestra Investment Management
Texas
$10M
EARNEST Partners
1460
EARNEST Partners
Georgia
$9.99M
AAMA
1461
Advanced Asset Management Advisors
Ohio
$9.98M
ICP
1462
Ironvine Capital Partners
Nebraska
$9.98M
ST
1463
Sentinel Trust
Texas
$9.95M
AFM
1464
Abbot Financial Management
Massachusetts
$9.95M
FFA
1465
Founders Financial Alliance
North Carolina
$9.94M
BSC
1466
Brown Shipley & Co
United Kingdom
$9.93M
MCCP
1467
Mission Creek Capital Partners
California
$9.91M
SCM
1468
Summerhill Capital Management
Ontario, Canada
$9.91M
ADL
1469
Asset Dedication LLC
California
$9.91M
HLCM
1470
Hi-Line Capital Management
South Dakota
$9.89M
WTA
1471
Washington Trust Advisors
Massachusetts
$9.89M
DIM
1472
DLK Investment Management
California
$9.86M
MLIC
1473
Mandatum Life Insurance Company
Finland
$9.83M
OL
1474
Owen LaRue
Kentucky
$9.82M
HZ
1475
Hixon Zuercher
Ohio
$9.81M