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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
KP
1876
Keel Point
Alabama
$6.39M
SCM
1877
SOL Capital Management
Maryland
$6.38M
SAM
1878
Synergy Asset Management
Washington
$6.38M
SI
1879
Shaker Investments
Ohio
$6.38M
CA
1880
Continuum Advisory
Idaho
$6.37M
GIM
1881
Gold Investment Management
Alberta, Canada
$6.36M
SWM
1882
Segment Wealth Management
Texas
$6.36M
SLT
1883
St Louis Trust
Missouri
$6.35M
WA
1884
Wasatch Advisors
Utah
$6.34M
IP
1885
Intellectus Partners
California
$6.33M
BWM
1886
BKM Wealth Management
Wisconsin
$6.33M
IP
1887
Indivisible Partners
Florida
$6.33M
MA
1888
MONECO Advisors
Connecticut
$6.31M
PPG
1889
Peak Planning Group
Colorado
$6.3M
SGI
1890
Summit Global Investments
Utah
$6.3M
Edgewood Management
1891
Edgewood Management
Connecticut
$6.29M
NB
1892
Nicolet Bankshares
Wisconsin
$6.28M
DMKJ
1893
David M. Knott Jr
$6.28M
NF
1894
Nvest Financial
New Hampshire
$6.26M
ZBNA
1895
Zions Bancorporation, National Association
Utah
$6.24M
HCM
1896
Huber Capital Management
California
$6.23M
LJAC
1897
L.J. Altfest & Co
New York
$6.23M
AGWCA
1898
Annis Gardner Whiting Capital Advisors
Florida
$6.22M
WPC
1899
White Pine Capital
Minnesota
$6.21M
HPCM
1900
Hunter Perkins Capital Management
Illinois
$6.21M