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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
GWA
4401
Geometric Wealth Advisors
District of Columbia
$427K
LKBC
4402
L.K. Benson & Company
Maryland
$427K
JCM
4403
J2 Capital Management
Michigan
$426K
VR
4404
Valued Retirements
Texas
$425K
QP
4405
Quartz Partners
New York
$425K
AFC
4406
Ares Financial Consulting
California
$424K
HC
4407
Hoese & Co
Minnesota
$422K
PTCG
4408
Pring Turner Capital Group
California
$421K
PPWM
4409
Perissos Private Wealth Management
Oklahoma
$420K
LSWP
4410
Liberty Square Wealth Partners
Pennsylvania
$420K
W
4411
WPWealth
Texas
$419K
PCC
4412
Park Circle Company
Maryland
$419K
GSWA
4413
Good Steward Wealth Advisors
Tennessee
$418K
KFG
4414
Kelly Financial Group
Connecticut
$418K
SCM
4415
Sage Capital Management
New Jersey
$417K
IWAO
4416
Independence Wealth Advisors (Ohio)
Ohio
$417K
D
4417
Dentgroup
Louisiana
$416K
WN
4418
Williams & Novak
California
$416K
TCM
4419
TABR Capital Management
California
$415K
SG
4420
Sankala Group
Colorado
$415K
LGW
4421
Leslie Global Wealth
Illinois
$414K
WA
4422
Winter & Associates
Minnesota
$414K
SFC
4423
Strategic Financial Concepts
Texas
$414K
CWM
4424
Concentrum Wealth Management
California
$413K
CPA
4425
Cathy Pareto & Associates
Florida
$412K