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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
PDL
1726
Portfolio Design Labs
California
$7.52M
SIC
1727
Shoker Investment Counsel
Ohio
$7.51M
V
1728
VeraBank
Texas
$7.51M
PS
1729
Pensionfund Sabic
Netherlands
$7.51M
SF
1730
Slagle Financial
Illinois
$7.49M
AF
1731
AGP Franklin
Tennessee
$7.48M
MCC
1732
Malaga Cove Capital
California
$7.48M
RW
1733
Rockport Wealth
Ohio
$7.47M
PWS
1734
Peloton Wealth Strategists
Indiana
$7.46M
GCA
1735
Gradient Capital Advisors
California
$7.45M
RWA
1736
Roberts Wealth Advisors
California
$7.44M
BEC
1737
Blue Edge Capital
Virginia
$7.44M
BMC
1738
Benin Management Corp
Connecticut
$7.41M
EC
1739
Enhancing Capital
Pennsylvania
$7.41M
PIP
1740
Peachtree Investment Partners
Florida
$7.41M
NSB
1741
Norway Savings Bank
Maine
$7.4M
SGCA
1742
Steel Grove Capital Advisors
Tennessee
$7.37M
SCM
1743
Silvant Capital Management
Georgia
$7.37M
CIA
1744
Cohen Investment Advisors
New Hampshire
$7.37M
EFG
1745
Everhart Financial Group
Ohio
$7.36M
HCM
1746
Hudson Capital Management
New Jersey
$7.36M
BOS
1747
Bank of Stockton
California
$7.35M
VanEck Associates
1748
VanEck Associates
New York
$7.33M
RCG
1749
Regatta Capital Group
California
$7.33M
NPA
1750
Nichols & Pratt Advisers
Massachusetts
$7.33M