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JPMorgan Chase

5,023 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 503 funds opening new positions, 1,944 increasing their positions, 2,131 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:

4% more capital invested

Capital invested by funds: $617B → $639B (+$22.3B)

9% less repeat investments, than reductions

Existing positions increased: 1,944 | Existing positions reduced: 2,131

11% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $11.6B

Holders
5,023
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
929
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
BPW
2976
Bingham Private Wealth
California
$2.01M
SF
2977
Sun Financial
Utah
$2.01M
HFS
2978
Howard Financial Services
Texas
$2.01M
Group One Trading
2979
Group One Trading
Illinois
$2M
GIPW
2980
Granite Islands Private Wealth
Connecticut
$2M
CGFA
2981
Colton Groome Financial Advisors
North Carolina
$2M
KSWWM
2982
Keyes Stange & Wooten Wealth Management
Florida
$2M
PBK
2983
Peoples Bank (Kansas)
Kansas
$2M
SCA
2984
St. Clair Advisors
Ohio
$1.99M
OFS
2985
Oldfather Financial Services
Nebraska
$1.99M
RWPA
2986
Richard W. Paul & Associates
Michigan
$1.98M
BPFA
2987
Barnes Pettey Financial Advisors
Mississippi
$1.98M
JC
2988
JM2 Capital
Oklahoma
$1.98M
BJF
2989
Blue Jean Financial
New York
$1.97M
PG
2990
Proffitt & Goodson
Tennessee
$1.97M
DCM
2991
Driehaus Capital Management
Illinois
$1.97M
SL
2992
Sentry LLC
Tennessee
$1.97M
NFA
2993
Northern Financial Advisors
Michigan
$1.96M
KWM
2994
Keebeck Wealth Management
Illinois
$1.96M
HWA
2995
HMV Wealth Advisors
Louisiana
$1.96M
SFM
2996
Systematic Financial Management
New Jersey
$1.96M
NFG
2997
Nadler Financial Group
Illinois
$1.96M
VW
2998
Vantus Wealth
Pennsylvania
$1.95M
BRG
2999
Bay Rivers Group
Virginia
$1.95M
MF
3000
Magnetar Financial
Illinois
$1.95M