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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
MMH
176
Menora Mivtachim Holdings
Israel
$356M
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$356M
ZIM
178
Zacks Investment Management
Illinois
$352M
GLA
179
Great Lakes Advisors
Illinois
$351M
Comerica Bank
180
Comerica Bank
Texas
$344M
PA
181
Paralel Advisors
Colorado
$331M
SP
182
Sarasin & Partners
United Kingdom
$328M
Mawer Investment Management
183
Mawer Investment Management
Alberta, Canada
$327M
BFS
184
Bradley Foster & Sargent
Connecticut
$315M
TWC
185
TD Waterhouse Canada
Ontario, Canada
$315M
AACR
186
ACR Alpine Capital Research
Missouri
$315M
BMSSC
187
B. Metzler seel. Sohn & Co
Germany
$314M
MBI
188
Montrusco Bolton Investments
Quebec, Canada
$313M
SEI Investments
189
SEI Investments
Pennsylvania
$309M
MML Investors Services
190
MML Investors Services
Massachusetts
$305M
CLGM
191
Capitolis Liquid Global Markets
New York
$304M
CLGML
192
CAPITOLIS LIQUID GLOBAL MARKETS LLC
New York
$304M
Retirement Systems of Alabama
193
Retirement Systems of Alabama
Alabama
$304M
State of New Jersey Common Pension Fund D
194
State of New Jersey Common Pension Fund D
New Jersey
$303M
LF
195
Lansforsakringar Fondforvaltning
Sweden
$301M
SPIA
196
Steward Partners Investment Advisory
New York
$300M
State of Tennessee, Department of Treasury
197
State of Tennessee, Department of Treasury
Tennessee
$299M
P
198
&Partners
Tennessee
$295M
SOMRS
199
State of Michigan Retirement System
Michigan
$294M
EIP
200
Epoch Investment Partners
New York
$290M