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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
CHA
3576
Cooper/Haims Advisors
New York
$1.09M
HPC
3577
Hobart Private Capital
North Carolina
$1.09M
CIAS
3578
CBIZ Investment Advisory Services
Ohio
$1.08M
OWA
3579
Opal Wealth Advisors
New York
$1.08M
SPW
3580
Signet Private Wealth
Illinois
$1.08M
LIA
3581
LifePlan Investment Advisors
North Carolina
$1.08M
BTC
3582
Bank & Trust Company
Illinois
$1.08M
GWM
3583
Glass Wealth Management
Texas
$1.08M
ACA
3584
Ackerman Capital Advisors
Texas
$1.08M
IP
3585
Isthmus Partners
Wisconsin
$1.08M
FA
3586
Forefront Analytics
Pennsylvania
$1.08M
TFCP
3587
Twin Focus Capital Partners
Massachusetts
$1.08M
MAM
3588
Mullooly Asset Management
New Jersey
$1.08M
TWM
3589
TCFG Wealth Management
California
$1.08M
CFO
3590
Collective Family Office
Pennsylvania
$1.08M
FGWP
3591
Founders Grove Wealth Partners
Virginia
$1.08M
RW
3592
Rede Wealth
Virginia
$1.08M
BAM
3593
Burkett Asset Management
$1.07M
PFA
3594
Pathway Financial Advisors
Vermont
$1.07M
PCM
3595
Permanent Capital Management
Illinois
$1.07M
MWA
3596
Motive Wealth Advisors
Michigan
$1.07M
CCS
3597
Concentric Capital Strategies
Connecticut
$1.07M
LFA
3598
Laraway Financial Advisors
Minnesota
$1.07M
CastleKeep Investment Advisors
3599
CastleKeep Investment Advisors
Connecticut
$1.07M
SCA
3600
Strathmore Capital Advisors
North Carolina
$1.07M