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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
Kayne Anderson Rudnick Investment Management
1651
Kayne Anderson Rudnick Investment Management
California
$8.2M
SC
1652
Skylands Capital
Wisconsin
$8.2M
AF
1653
Arrow Financial
New York
$8.19M
BOPW
1654
Brandywine Oak Private Wealth
Pennsylvania
$8.14M
OPA
1655
Old Port Advisors
Maine
$8.14M
LSA
1656
Leonteq Securities AG
Switzerland
$8.12M
SW
1657
StrongBox Wealth
Missouri
$8.12M
NB
1658
Northwest Bancshares
Pennsylvania
$8.1M
SIM
1659
Seaview Investment Managers
Florida
$8.09M
SBFM
1660
S-Bank Fund Management
Finland
$8.09M
RWM
1661
RKL Wealth Management
Pennsylvania
$8.08M
QIM
1662
Quest Investment Management
Oregon
$8.08M
SAM
1663
Sagewood Asset Management
New York
$8.07M
EML
1664
Eos Management LP
New York
$8.06M
MG
1665
Marex Group
$8.05M
MPPLM
1666
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$8.05M
MAWCM
1667
Mine & Arao Wealth Creation & Management
California
$8.04M
CCM
1668
Consolidated Capital Management
California
$8.03M
TSWM
1669
Triangle Securities Wealth Management
North Carolina
$8.03M
EFG
1670
Ethos Financial Group
Pennsylvania
$8.02M
SFS
1671
Strategic Financial Services
New York
$8.01M
SSI
1672
Scott & Selber Inc
Texas
$8M
DCM
1673
Dudley Capital Management
Virginia
$7.99M
BLC
1674
Brown, Lisle/Cummings
Rhode Island
$7.98M
AL
1675
Aspiriant LLC
California
$7.98M