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JPMorgan Chase

5,046 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 512 funds opening new positions, 1,949 increasing their positions, 2,139 reducing their positions, and 90 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 (+$21.8B)

9% less repeat investments, than reductions

Existing positions increased: 1,949 | Existing positions reduced: 2,139

10% less call options, than puts

Call options by funds: $10.5B | Put options by funds: $11.7B

Holders
5,046
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
930
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.5B
Puts
$11.7B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSCA
3526
South Shore Capital Advisors
Massachusetts
$1.16M
CSWG
3527
Cardinal Strategic Wealth Guidance
Kentucky
$1.16M
MWM
3528
Mascoma Wealth Management
New Hampshire
$1.15M
1W
3529
1776 Wealth
Georgia
$1.15M
MAMU
3530
Myriad Asset Management US
Florida
$1.15M
EBA
3531
Eagle Bay Advisors
New York
$1.15M
GCL
3532
Gouws Capital LLC
North Carolina
$1.15M
PWM
3533
Puff Wealth Management
New Jersey
$1.15M
JDLA
3534
J. Derek Lewis & Associates
California
$1.15M
TCOO
3535
Trust Company of Oklahoma
Oklahoma
$1.15M
KPWG
3536
KFA Private Wealth Group
Virginia
$1.15M
JF
3537
Joule Financial
Kentucky
$1.15M
TFG
3538
Tilson Financial Group
New Jersey
$1.15M
FAM
3539
Flaharty Asset Management
Florida
$1.15M
WWM
3540
Whalen Wealth Management
Nevada
$1.15M
BFF
3541
Byrne Financial Freedom
Massachusetts
$1.15M
DMBA
3542
Deseret Mutual Benefit Administrators
Utah
$1.14M
FWP
3543
Firethorn Wealth Partners
Georgia
$1.14M
WCM
3544
Washington Capital Management
Washington
$1.14M
FFM
3545
Flagstone Financial Management
Nebraska
$1.14M
KWM
3546
KFG Wealth Management
Indiana
$1.14M
NFG
3547
Northbridge Financial Group
Florida
$1.14M
IWA
3548
IVC Wealth Advisors
Pennsylvania
$1.14M
TFA
3549
Tobias Financial Advisors
Florida
$1.14M
Fuller & Thaler Asset Management
3550
Fuller & Thaler Asset Management
California
$1.14M