JPM icon

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
PCMM
3926
Piedmont Capital Management (Montana)
Montana
$759K
FPCG
3927
Forum Private Client Group
Indiana
$759K
KFS
3928
Kaizen Financial Strategies
California
$759K
SFG
3929
SNS Financial Group
Minnesota
$758K
DHC
3930
Drum Hill Capital
Connecticut
$758K
CWMGO
3931
Capstone Wealth Management Group (Oregon)
Oregon
$757K
BBA
3932
Braun-Bostich & Associates
Pennsylvania
$756K
SWM
3933
SFG Wealth Management
Maryland
$754K
TWA
3934
Tandem Wealth Advisors
Arizona
$753K
IPW
3935
Intergy Private Wealth
Colorado
$752K
CCA
3936
Corps Capital Advisors
Texas
$751K
TS
3937
Tamar Securities
California
$750K
CCMG
3938
Connecticut Capital Management Group
Connecticut
$750K
KIC
3939
Keating Investment Counselors
Florida
$749K
Betterment LLC
3940
Betterment LLC
New York
$748K
TLFA
3941
True Link Financial Advisors
California
$747K
LWA
3942
Legacy Wealth Advisors
Florida
$747K
KFS
3943
Kurt F. Somerville
$745K
CFP
3944
Cypress Financial Planning
New Jersey
$745K
VAF
3945
Values Added Financial
District of Columbia
$744K
WWA
3946
Wisconsin Wealth Advisors
Wisconsin
$743K
OCG
3947
Opus Capital Group
Ohio
$743K
CPW
3948
Catalyst Private Wealth
California
$742K
AIS
3949
American Investment Services
Massachusetts
$742K
SIMC
3950
Squire Investment Management Company
Utah
$741K