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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
NONA
1601
Ninety One North America
New York
$8.64M
BONH
1602
Bank of New Hampshire
New Hampshire
$8.64M
CIG
1603
Consolidated Investment Group
Colorado
$8.6M
IAMOG
1604
Investors Asset Management of Georgia
Georgia
$8.6M
MCCA
1605
Mill Creek Capital Advisors
Pennsylvania
$8.59M
EW
1606
Evexia Wealth
Wisconsin
$8.58M
SW
1607
SkyOak Wealth
Michigan
$8.58M
CAMV
1608
Concord Asset Management (Virginia)
Virginia
$8.57M
QCM
1609
Qsemble Capital Management
New York
$8.57M
FPB
1610
First PREMIER Bank
South Dakota
$8.57M
LCM
1611
Liberty Capital Management
Michigan
$8.57M
Nomura Holdings
1612
Nomura Holdings
Japan
$8.55M
NW
1613
Naviter Wealth
Arkansas
$8.54M
PCA
1614
Peddock Capital Advisors
Massachusetts
$8.53M
MC
1615
Mirabaud & Cie
Switzerland
$8.52M
LRPA
1616
L. Roy Papp & Associates
Arizona
$8.51M
SS
1617
Sunbelt Securities
Texas
$8.49M
PPWP
1618
Premier Path Wealth Partners
New Jersey
$8.49M
MW
1619
Marble Wealth
Alabama
$8.48M
FAM
1620
Formidable Asset Management
Ohio
$8.47M
CI
1621
Cigna Investments
Connecticut
$8.47M
MBT
1622
Montecito Bank & Trust
California
$8.44M
AW
1623
Atlas Wealth
Ohio
$8.44M
FPF
1624
First Pacific Financial
Washington
$8.43M
CIP
1625
Capital Insight Partners
Arizona
$8.42M