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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
SFP
3001
Sandbox Financial Partners
Maryland
$1.95M
BCM
3002
Birmingham Capital Management
Alabama
$1.94M
BC
3003
BIT Capital
Germany
$1.94M
BPW
3004
BlueDoor Private Wealth
Massachusetts
$1.94M
DGM
3005
Delta Global Management
New York
$1.94M
ATI
3006
ARK & TLK Investments
Oklahoma
$1.93M
DI
3007
Diligent Investors
California
$1.93M
CA
3008
Crumly & Associates
Illinois
$1.93M
SCA
3009
Sassicaia Capital Advisers
New York
$1.93M
BWM
3010
BCS Wealth Management
Tennessee
$1.93M
TFP
3011
Tilia Fiduciary Partners
North Carolina
$1.93M
AGA
3012
Accuvest Global Advisors
Utah
$1.93M
SFG
3013
Seamount Financial Group
Colorado
$1.93M
AWA
3014
AGH Wealth Advisors
Kansas
$1.92M
AFT
3015
Alpha Family Trust
California
$1.92M
VP
3016
Verum Partners
North Carolina
$1.92M
LPAM
3017
Lodestar Private Asset Management
California
$1.91M
Harris Associates
3018
Harris Associates
Illinois
$1.91M
WAG
3019
Wilkerson Advisory Group
Missouri
$1.91M
HNWA
3020
Henrickson Nauta Wealth Advisors
Michigan
$1.91M
CWA
3021
CM Wealth Advisors
Ohio
$1.91M
FAM
3022
Fairtree Asset Management
South Africa
$1.9M
CTFG
3023
Capstone Triton Financial Group
Oklahoma
$1.9M
EL
3024
EWA LLC
Pennsylvania
$1.9M
GTWM
3025
Global Trust Wealth Management
Florida
$1.9M