JPM icon

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
CCIA
4001
Cherry Creek Investment Advisors
Colorado
$685K
SA
4002
Sonoma Allocations
California
$682K
CSA
4003
Cornerstone Select Advisors
Missouri
$682K
RC
4004
Rexford Capital
Texas
$680K
FWM
4005
Foguth Wealth Management
Michigan
$680K
BCB
4006
Brian C. Broderick
$680K
BA
4007
Brightwater Advisory
Florida
$679K
AWP
4008
Avid Wealth Partners
Texas
$677K
Renaissance Technologies
4009
Renaissance Technologies
New York
$677K
SC
4010
Schoolcraft Capital
Colorado
$676K
LP
4011
LGL Partners
Pennsylvania
$674K
OA
4012
Oceanside Advisors
South Carolina
$672K
GSCM
4013
Greenfield Seitz Capital Management
Texas
$671K
Marshall Wace
4014
Marshall Wace
United Kingdom
$670K
LBC
4015
Leigh Baldwin & Co
New York
$668K
VCWA
4016
Vanguard Capital Wealth Advisors
Colorado
$666K
JA
4017
JVL Associates
Michigan
$665K
WAN
4018
Wealth Advisors Northwest
Oregon
$665K
SWMG
4019
Signature Wealth Management Group
Georgia
$665K
AFS
4020
Anderson Financial Strategies
Ohio
$664K
SFFS
4021
Stonehage Fleming Financial Services
Jersey
$664K
CFS
4022
CGC Financial Services
Oregon
$664K
SRWM
4023
Shira Ridge Wealth Management
California
$664K
JSA
4024
Jacobson & Schmitt Advisors
Wisconsin
$664K
LAM
4025
Lakewood Asset Management
Illinois
$664K