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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
FAM
3526
Flaharty Asset Management
Florida
$1.15M
WWM
3527
Whalen Wealth Management
Nevada
$1.15M
BFF
3528
Byrne Financial Freedom
Massachusetts
$1.15M
DMBA
3529
Deseret Mutual Benefit Administrators
Utah
$1.14M
FWP
3530
Firethorn Wealth Partners
Georgia
$1.14M
WCM
3531
Washington Capital Management
Washington
$1.14M
FFM
3532
Flagstone Financial Management
Nebraska
$1.14M
KWM
3533
KFG Wealth Management
Indiana
$1.14M
NFG
3534
Northbridge Financial Group
Florida
$1.14M
IWA
3535
IVC Wealth Advisors
Pennsylvania
$1.14M
TFA
3536
Tobias Financial Advisors
Florida
$1.14M
Fuller & Thaler Asset Management
3537
Fuller & Thaler Asset Management
California
$1.14M
BFWM
3538
Bright Futures Wealth Management
New York
$1.14M
EPW
3539
Endeavor Private Wealth
Kansas
$1.13M
MWM
3540
Maltin Wealth Management
New Jersey
$1.13M
GW
3541
Griffith & Werner
Georgia
$1.13M
PP
3542
Postrock Partners
Oregon
$1.13M
WAOI
3543
Wealth Advisors of Iowa
Iowa
$1.13M
WI
3544
WJ Interests
Texas
$1.13M
PA
3545
Persium Advisors
Georgia
$1.13M
AG
3546
AmeriFlex Group
Nevada
$1.12M
MCA
3547
Millennium Capital Advisors
Arkansas
$1.12M
MMCM
3548
Murphy & Mullick Capital Management
New York
$1.12M
FCT
3549
First Community Trust
Iowa
$1.12M
KBG
3550
Kahn Brothers Group
New York
$1.12M