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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
CGH
3951
CMG Global Holdings
Texas
$728K
WFPL
3952
Worthington Financial Partners, LLC
Ohio
$728K
PI
3953
Parkside Investments
Illinois
$727K
FCM
3954
Fourpath Capital Management
Oklahoma
$727K
CWMP
3955
Clarion Wealth Managment Partners
Virginia
$727K
SHF
3956
Safe Harbor Fiduciary
Florida
$726K
IGGA
3957
Iron Gate Global Advisors
Utah
$726K
MAM
3958
Mainsail Asset Management
Alabama
$725K
MCM
3959
M1 Capital Management
Michigan
$724K
SM
3960
Sensible Money
Arizona
$724K
WP
3961
Waycross Partners
Kentucky
$724K
SFPG
3962
Stonebridge Financial Planning Group
Florida
$723K
AIA
3963
Arbor Investment Advisors
North Carolina
$722K
AS
3964
Altshuler Shaham
Israel
$722K
BHWM
3965
Beaird Harris Wealth Management
Texas
$721K
BAG
3966
Bauman Advisory Group
Nevada
$721K
WCM
3967
Wealthcare Capital Management
Virginia
$718K
UFF
3968
USA Financial Formulas
Michigan
$717K
Axa
3969
Axa
France
$717K
VF
3970
Virtu Financial
New York
$716K
EA
3971
Efficient Advisors
Ohio
$713K
MFS
3972
McNamara Financial Services
Massachusetts
$713K
WA
3973
Waterford Advisors
New York
$713K
CCL
3974
Clearwave Capital, LLC
California
$712K
CYG
3975
Clean Yield Group
Vermont
$711K