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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
CFM
3651
Cornerstone Financial Management
Massachusetts
$1.02M
HF
3652
Holcombe Financial
Georgia
$1.02M
CP
3653
Creekside Partners
California
$1.02M
GFG
3654
Genesis Financial Group
New Jersey
$1.02M
SA
3655
Sage Advisors
Colorado
$1.02M
SP
3656
Successful Portfolios
Florida
$1.02M
IIM
3657
Ironwood Investment Management
Massachusetts
$1.02M
PWP
3658
Parkwoods Wealth Partners
New York
$1.01M
NWM
3659
Nova Wealth Management
Florida
$1.01M
SWM
3660
SilverOak Wealth Management
Minnesota
$1.01M
MJRIC
3661
Mogy Joel R Investment Counsel
California
$1M
PIM
3662
Pullen Investment Management
Florida
$1M
WSA
3663
Wealth Science Advisors
Georgia
$1M
VW
3664
Vance Wealth
California
$1M
AWA
3665
Arbor Wealth Advisors
Michigan
$1M
EFG
3666
Ehrlich Financial Group
California
$1,000K
Cohen & Steers
3667
Cohen & Steers
New York
$999K
JTWM
3668
Jackson Thornton Wealth Management
Alabama
$996K
WAM
3669
WealthTrust Asset Management
Florida
$995K
AF
3670
Atala Financial
California
$995K
BFM
3671
Boothbay Fund Management
New York
$993K
AA
3672
Alpha Advisors
Virginia
$991K
LWPC
3673
Legacy Wealth Partners (Colorado)
Colorado
$991K
NCM
3674
Next Capital Management
New York
$990K
IAG
3675
Investmark Advisory Group
Connecticut
$989K