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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
OTL
3076
Oak Thistle LLC
New York
$1.82M
MEAC
3077
M.E. Allison & Co
Texas
$1.81M
WMWM
3078
Wilkins Miller Wealth Management
Alabama
$1.81M
AWA
3079
Amplius Wealth Advisors
Pennsylvania
$1.81M
BFWA
3080
Benchmark Financial Wealth Advisors
Florida
$1.81M
SMWM
3081
Silvia McColl Wealth Management
California
$1.8M
CNTOF
3082
Canandaigua National Trust of Florida
New York
$1.8M
UIM
3083
Unified Investment Management
Georgia
$1.8M
SSCM
3084
Spectrum Strategic Capital Management
Oregon
$1.8M
AR
3085
Advisory Research
Illinois
$1.8M
EFA
3086
Evernest Financial Advisors
Indiana
$1.8M
BF
3087
Baring Financial
Washington
$1.79M
YIM
3088
Yoffe Investment Management
Pennsylvania
$1.79M
FC
3089
Financial Council
Maryland
$1.79M
Fiera Capital (Canada)
3090
Fiera Capital (Canada)
Quebec, Canada
$1.79M
MAG
3091
MRA Advisory Group
New Jersey
$1.79M
LIA
3092
LS Investment Advisors
Michigan
$1.79M
TW
3093
ticino wealth
California
$1.77M
HAI
3094
Hennessy Advisors Inc
California
$1.77M
GITFIT
3095
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.77M
ES
3096
Eagle Strategies
New York
$1.77M
SL
3097
Salomon & Ludwin
Virginia
$1.77M
E
3098
Evansbrook
Illinois
$1.77M
PWM
3099
Proathlete Wealth Management
Florida
$1.77M
RF
3100
Rossby Financial
Florida
$1.76M