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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
AWA
3651
Arbor Wealth Advisors
Michigan
$1M
EFG
3652
Ehrlich Financial Group
California
$1,000K
Cohen & Steers
3653
Cohen & Steers
New York
$999K
JTWM
3654
Jackson Thornton Wealth Management
Alabama
$996K
WAM
3655
WealthTrust Asset Management
Florida
$995K
AF
3656
Atala Financial
California
$995K
BFM
3657
Boothbay Fund Management
New York
$993K
AA
3658
Alpha Advisors
Virginia
$991K
LWPC
3659
Legacy Wealth Partners (Colorado)
Colorado
$991K
NCM
3660
Next Capital Management
New York
$990K
IAG
3661
Investmark Advisory Group
Connecticut
$989K
ACM
3662
Absolute Capital Management
Pennsylvania
$989K
NPPM
3663
North Point Portfolio Managers
Ohio
$988K
SWGC
3664
Summit Wealth Group (Colorado)
Colorado
$987K
HFS
3665
Hughes Financial Services
Virginia
$987K
TC
3666
TAGStone Capital
North Carolina
$986K
ANBOT
3667
American National Bank of Texas
Texas
$986K
JLBC
3668
J.L. Bainbridge & Co
Florida
$986K
SPW
3669
Sonoma Private Wealth
California
$984K
DWM
3670
DecisionMap Wealth Management
Virginia
$984K
POIA
3671
Pin Oak Investment Advisors
Texas
$984K
OAM
3672
Oberweis Asset Management
Illinois
$983K
SAM
3673
Shikiar Asset Management
New York
$982K
GFG
3674
Greenberg Financial Group
Arizona
$981K
TPW
3675
Tiller Private Wealth
Pennsylvania
$980K