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JPMorgan Chase

4,966 hedge funds and large institutions have $635B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 466 funds opening new positions, 1,934 increasing their positions, 2,121 reducing their positions, and 88 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 capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 913916 (+3)

9% less repeat investments, than reductions

Existing positions increased: 1,934 | Existing positions reduced: 2,121

11% less call options, than puts

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

Holders
4,966
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
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
MLFP
4376
MPS Loria Financial Planners
Illinois
$407K
CCM
4377
Colorado Capital Management
Colorado
$406K
AAS
4378
AdviceOne Advisory Services
Connecticut
$405K
GC
4379
Gibson Capital
Pennsylvania
$404K
AWA
4380
Alaska Wealth Advisors
Alaska
$404K
KLI
4381
Kelman-Lazarov Inc
Tennessee
$401K
GFG
4382
Grantvest Financial Group
New Jersey
$400K
PWS
4383
Precision Wealth Strategies
Missouri
$395K
PRRFG
4384
Paul R. Ried Financial Group
Washington
$395K
HFF
4385
Halter Ferguson Financial
Indiana
$395K
BRIA
4386
Balanced Rock Investment Advisors
Massachusetts
$393K
BFA
4387
Brown Financial Advisory
Alabama
$393K
SHIM
4388
Stone House Investment Management
Pennsylvania
$392K
LCM
4389
LRT Capital Management
Texas
$391K
PSC
4390
Prentiss Smith & Co
Vermont
$391K
NS
4391
Northland Securities
Minnesota
$391K
VPWA
4392
Vestia Personal Wealth Advisors
Indiana
$391K
NQWM
4393
Northwest Quadrant Wealth Management
Oregon
$391K
KA
4394
Kure Advisory
Minnesota
$391K
AWM
4395
Austin Wealth Management
Texas
$390K
RWFS
4396
Rayburn West Financial Services
Tennessee
$390K
PS
4397
Pinney & Scofield
Massachusetts
$389K
TFA
4398
TPG Financial Advisors
Oregon
$388K
RRWA
4399
Rainey & Randall Wealth Advisors
Florida
$385K
TPF
4400
Tribridge Partners Financial
Maryland
$384K