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JPMorgan Chase

5,025 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 504 funds opening new positions, 1,944 increasing their positions, 2,132 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: 2,132

11% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $11.6B

Holders
5,025
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
$10.4B
Puts
$11.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
4251
Chickasaw Capital Management
Tennessee
$505K
BFS
4252
Baskin Financial Services
Ontario, Canada
$503K
CFS
4253
Cannon Financial Strategists
Georgia
$502K
SAM
4254
Seelaus Asset Management
New Jersey
$501K
NWP
4255
NerdWallet Wealth Partners
New York
$500K
WA
4256
Waystone Advisors
Washington
$500K
BLAM
4257
Bourne Lent Asset Management
New York
$499K
IWN
4258
Independent Wealth Network
Iowa
$499K
EFL
4259
ERn Financial LLC
Wisconsin
$499K
PFA
4260
Plotkin Financial Advisors
Maryland
$499K
AWM
4261
Able Wealth Management
New Jersey
$497K
MA
4262
Mezzasalma Advisors
New Jersey
$496K
IW
4263
Instrumental Wealth
Florida
$495K
WCM
4264
Warburton Capital Management
Oklahoma
$495K
WMN
4265
Wealth Management Nebraska
Nebraska
$494K
Twin Tree Management
4266
Twin Tree Management
Texas
$494K
KCAM
4267
Kagan Cocozza Asset Management
New Jersey
$494K
2L
4268
25 LLC
Missouri
$492K
DWS
4269
Dynamic Wealth Strategies
California
$492K
BWP
4270
BlueStem Wealth Partners
Minnesota
$491K
RIP
4271
RAM Investment Partners
Washington
$491K
PFS
4272
Prospect Financial Services
New York
$491K
ACA
4273
Ascension Capital Advisors
Texas
$490K
SPA
4274
Sherbrooke Park Advisers
New York
$489K
AWA
4275
ARQ Wealth Advisors
Arizona
$488K