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JPMorgan Chase

5,052 hedge funds and large institutions have $639B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 518 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
5,052
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
LFS
4376
Lutz Financial Services
Nebraska
$443K
EW
4377
Entruity Wealth
California
$441K
AAS
4378
Asset Allocation Strategies
Michigan
$441K
GFA
4379
Godfrey Financial Associates
New York
$441K
LPP
4380
Life Planning Partners
Florida
$440K
PWM
4381
Penobscot Wealth Management
Maine
$440K
SC
4382
Schubert & Co
Texas
$439K
APWM
4383
Argonautica Private Wealth Management
Massachusetts
$438K
KWA
4384
Kondo Wealth Advisors
California
$437K
VFS
4385
Valpey Financial Services
New Hampshire
$437K
SBCM
4386
Silverberg Bernstein Capital Management
New York
$436K
PVI
4387
Pura Vida Investments
New York
$435K
YCG
4388
Yeomans Consulting Group
Georgia
$433K
HIM
4389
Harbour Investment Management
Washington
$433K
PFP
4390
Paragon Financial Partners
California
$433K
IWS
4391
Integrity Wealth Solutions
Colorado
$432K
UAM
4392
UAS Asset Management
New York
$431K
OPWM
4393
Oregon Pacific Wealth Management
Oregon
$430K
AFAS
4394
Acorn Financial Advisory Services
Virginia
$430K
AWA
4395
Adapt Wealth Advisors
Georgia
$429K
ACM
4396
Avos Capital Management
Washington
$429K
CPA
4397
Clear Point Advisors
New York
$428K
TWM
4398
Triton Wealth Management
Arizona
$428K
TWM
4399
Tumwater Wealth Management
Idaho
$428K
HFG
4400
Harborfront Financial Group
Michigan
$427K