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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
BA
4426
Bellwether Advisors
Nebraska
$372K
PC
4427
Prairiewood Capital
North Dakota
$372K
BA
4428
Ballew Advisors
Mississippi
$371K
CWMS
4429
Cannon Wealth Management Services
North Carolina
$370K
WFA
4430
Websterrogers Financial Advisors
South Carolina
$370K
FWA
4431
FOCUS Wealth Advisors
Texas
$370K
FCC
4432
Flower City Capital
New York
$370K
AA
4433
ACT Advisors
North Carolina
$369K
WG
4434
Warner Group
Connecticut
$369K
RWM
4435
Rialto Wealth Management
New York
$368K
CWA
4436
Cascade Wealth Advisors
Washington
$368K
JWM
4437
JDH Wealth Management
California
$368K
IWP
4438
IAG Wealth Partners
Wisconsin
$367K
SCB
4439
Saudi Central Bank
Saudi Arabia
$366K
FAM
4440
Frontier Asset Management
Wyoming
$364K
CAP
4441
Cordoba Advisory Partners
New York
$364K
VMMC
4442
V.M. Manning & Co
South Carolina
$364K
C
4443
Covestor
United Kingdom
$363K
PSP
4444
Pacific Sage Partners
Washington
$362K
TFS
4445
truNorth Financial Services
Pennsylvania
$361K
CA
4446
Claris Advisors
Missouri
$360K
MSWM
4447
Master's Wealth Management
Pennsylvania
$360K
JSA
4448
Jim Saulnier & Associates
Colorado
$360K
LPFG
4449
Landing Point Financial Group
Ohio
$360K
LAM
4450
Lountzis Asset Management
Pennsylvania
$360K