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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
GGI
3901
Godsey & Gibb Inc
Virginia
$764K
JC
3902
Jacobs & Co
California
$764K
PWA
3903
Physician Wealth Advisors
Utah
$763K
KC
3904
Knuff & Co
California
$763K
PCMNC
3905
Piedmont Capital Management (North Carolina)
North Carolina
$763K
FF
3906
Friday Financial
Iowa
$763K
TAM
3907
Tucker Asset Management
Colorado
$763K
SH
3908
SLT Holdings
Arizona
$763K
RFG
3909
REAP Financial Group
Texas
$762K
CWAF
3910
Core Wealth Advisors (Florida)
Florida
$760K
PCMM
3911
Piedmont Capital Management (Montana)
Montana
$759K
FPCG
3912
Forum Private Client Group
Indiana
$759K
KFS
3913
Kaizen Financial Strategies
California
$759K
SFG
3914
SNS Financial Group
Minnesota
$758K
DHC
3915
Drum Hill Capital
Connecticut
$758K
CWMGO
3916
Capstone Wealth Management Group (Oregon)
Oregon
$757K
BBA
3917
Braun-Bostich & Associates
Pennsylvania
$756K
SWM
3918
SFG Wealth Management
Maryland
$754K
TWA
3919
Tandem Wealth Advisors
Arizona
$753K
IPW
3920
Intergy Private Wealth
Colorado
$752K
CCA
3921
Corps Capital Advisors
Texas
$751K
TS
3922
Tamar Securities
California
$750K
CCMG
3923
Connecticut Capital Management Group
Connecticut
$750K
KIC
3924
Keating Investment Counselors
Florida
$749K
Betterment LLC
3925
Betterment LLC
New York
$748K