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JPMorgan Chase

5,026 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 505 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 (+$22.4B)

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
5,026
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
931
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
CA
4351
Crane Advisory
California
$446K
VAM
4352
Verity Asset Management
North Carolina
$446K
NSG
4353
Nalls Sherbakoff Group
Tennessee
$446K
ORI
4354
Oak Ridge Investments
Illinois
$444K
SL
4355
SFM LLC
New Hampshire
$444K
AWM
4356
Avondale Wealth Management
Texas
$443K
ZWA
4357
Zinnia Wealth Advisory
Florida
$443K
LFS
4358
Lutz Financial Services
Nebraska
$443K
EW
4359
Entruity Wealth
California
$441K
AAS
4360
Asset Allocation Strategies
Michigan
$441K
GFA
4361
Godfrey Financial Associates
New York
$441K
LPP
4362
Life Planning Partners
Florida
$440K
PWM
4363
Penobscot Wealth Management
Maine
$440K
SC
4364
Schubert & Co
Texas
$439K
APWM
4365
Argonautica Private Wealth Management
Massachusetts
$438K
KWA
4366
Kondo Wealth Advisors
California
$437K
VFS
4367
Valpey Financial Services
New Hampshire
$437K
SBCM
4368
Silverberg Bernstein Capital Management
New York
$436K
PVI
4369
Pura Vida Investments
New York
$435K
YCG
4370
Yeomans Consulting Group
Georgia
$433K
HIM
4371
Harbour Investment Management
Washington
$433K
PFP
4372
Paragon Financial Partners
California
$433K
IWS
4373
Integrity Wealth Solutions
Colorado
$432K
UAM
4374
UAS Asset Management
New York
$431K
OPWM
4375
Oregon Pacific Wealth Management
Oregon
$430K