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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
HSWM
4401
Hubbell Strickland Wealth Management
Louisiana
$383K
CCM
4402
Cutler Capital Management
Massachusetts
$383K
TC
4403
TwinBeech Capital
New York
$383K
PFO
4404
PMG Family Office
Texas
$382K
NHFG
4405
New Harbor Financial Group
Massachusetts
$382K
HHGA
4406
Halbert Hargrove Global Advisors
California
$381K
FAC
4407
Financial Advisory Corporation
Michigan
$380K
SAM
4408
Satovsky Asset Management
New York
$380K
SPA
4409
Sentinel Pension Advisors
Massachusetts
$379K
DF
4410
Daviman Financial
Indiana
$379K
SA
4411
Sicart Associates
New York
$378K
CFG
4412
Clayton Financial Group
Missouri
$377K
BWAM
4413
Blue Water Asset Management
Michigan
$377K
QCIG
4414
Quad-Cities Investment Group
Iowa
$376K
DWM
4415
Daner Wealth Management
Georgia
$376K
PWM
4416
Parkshore Wealth Management
California
$376K
HA
4417
Hanover Advisors
South Carolina
$375K
BPW
4418
BLVD Private Wealth
Kentucky
$375K
MIM
4419
Macroview Investment Management
Maryland
$374K
FA
4420
Fermata Advisors
California
$374K
CSIA
4421
Conrad Siegel Investment Advisors
Pennsylvania
$374K
WFP
4422
Wrenne Financial Planning
Kentucky
$373K
APW
4423
Atlantic Private Wealth
North Carolina
$373K
IW
4424
Imprint Wealth
South Carolina
$373K
HI
4425
Human Investing
Oregon
$372K