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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
MAM
3601
Mullooly Asset Management
New Jersey
$1.08M
TWM
3602
TCFG Wealth Management
California
$1.08M
CFO
3603
Collective Family Office
Pennsylvania
$1.08M
FGWP
3604
Founders Grove Wealth Partners
Virginia
$1.08M
RW
3605
Rede Wealth
Virginia
$1.08M
BAM
3606
Burkett Asset Management
$1.07M
PFA
3607
Pathway Financial Advisors
Vermont
$1.07M
PCM
3608
Permanent Capital Management
Illinois
$1.07M
MWA
3609
Motive Wealth Advisors
Michigan
$1.07M
CCS
3610
Concentric Capital Strategies
Connecticut
$1.07M
LFA
3611
Laraway Financial Advisors
Minnesota
$1.07M
CastleKeep Investment Advisors
3612
CastleKeep Investment Advisors
Connecticut
$1.07M
SCA
3613
Strathmore Capital Advisors
North Carolina
$1.07M
HWM
3614
Howard Wealth Management
Connecticut
$1.07M
WCG
3615
Weaver Consulting Group
California
$1.07M
AGA
3616
Arkos Global Advisors
Texas
$1.06M
WCM
3617
Washburn Capital Management
Florida
$1.06M
RAM
3618
Reflection Asset Management
South Carolina
$1.06M
PWM
3619
Prosperity Wealth Management
California
$1.05M
KAM
3620
KEB Asset Management
Illinois
$1.05M
PL
3621
PeakShares LLC
Florida
$1.05M
CA
3622
Clune & Associates
Illinois
$1.05M
SLA
3623
Silver Lake Advisory
Utah
$1.05M
PWM
3624
Partners Wealth Management
California
$1.05M
PCM
3625
Praxis Capital Management
Illinois
$1.05M