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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
Korea Investment Corp
126
Korea Investment Corp
South Korea
$584M
KeyBank National Association
127
KeyBank National Association
Ohio
$580M
M&T Bank
128
M&T Bank
New York
$579M
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$578M
Luther King Capital Management (LKCM)
130
Luther King Capital Management (LKCM)
Texas
$571M
Lord, Abbett & Co
131
Lord, Abbett & Co
New Jersey
$567M
Millennium Management
132
Millennium Management
New York
$564M
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$551M
SC
134
Scotia Capital
Ontario, Canada
$548M
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$547M
Toronto Dominion Bank
136
Toronto Dominion Bank
Ontario, Canada
$527M
N
137
Natixis
France
$517M
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$504M
CI
139
Cincinnati Insurance
Ohio
$487M
Creative Planning
140
Creative Planning
Kansas
$483M
PPF
141
PFA Pension Forsikringsaktieselskab
$475M
Pictet Asset Management
142
Pictet Asset Management
Switzerland
$473M
NA
143
NewEdge Advisors
Louisiana
$470M
CWM
144
CIBC World Markets
New York
$462M
State of Wisconsin Investment Board
145
State of Wisconsin Investment Board
Wisconsin
$461M
Asset Management One
146
Asset Management One
Japan
$458M
AQR Capital Management
147
AQR Capital Management
Connecticut
$454M
UM
148
UniSuper Management
Australia
$453M
Jennison Associates
149
Jennison Associates
New York
$452M
BNP Paribas Asset Management
150
BNP Paribas Asset Management
France
$450M