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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
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$290M
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$282M
CRM
203
Cardano Risk Management
Netherlands
$279M
ECSS
204
Eurizon Capital SGR SpA
$279M
RAM
205
Resona Asset Management
Japan
$275M
LGF
206
LGT Group Foundation
Liechtenstein
$275M
Man Group
207
Man Group
United Kingdom
$273M
CCM
208
Cullen Capital Management
New York
$271M
AT
209
AMF Tjänstepension
Sweden
$271M
Empower Advisory Group
210
Empower Advisory Group
Colorado
$271M
Rafferty Asset Management
211
Rafferty Asset Management
New York
$268M
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$267M
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$265M
PAM
214
Panagora Asset Management
Massachusetts
$262M
CI Investments Inc
215
CI Investments Inc
Ontario, Canada
$260M
AssetMark Inc
216
AssetMark Inc
California
$258M
BTW
217
Boston Trust Walden
Massachusetts
$252M
CCMG
218
Clark Capital Management Group
Pennsylvania
$251M
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$251M
NAMI
220
Nomura Asset Management International
Pennsylvania
$251M
ASRS
221
Arizona State Retirement System
Arizona
$248M
PI
222
PineBridge Investments
New York
$247M
JWBC
223
John W. Bristol & Co
New York
$247M
GAM
224
Groupama Asset Management
France
$245M
BCWM
225
Bartlett & Co Wealth Management
Ohio
$241M