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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
CMTU
4426
Capital Markets Trading (UK)
United Kingdom
$412K
SPFA
4427
Summit Place Financial Advisors
New Jersey
$411K
FWM
4428
FMB Wealth Management
California
$411K
OWM
4429
Orgel Wealth Management
Wisconsin
$410K
AFC
4430
Avise Financial Cooperative
California
$409K
EW
4431
Enzi Wealth
Texas
$409K
HWA
4432
Hilltop Wealth Advisors
North Carolina
$409K
AFS
4433
Axiom Financial Strategies
Indiana
$409K
RCM
4434
Richardson Capital Management
Wisconsin
$409K
VI
4435
VanderPol Investments
Michigan
$409K
LA
4436
Lakeside Advisors
Washington
$408K
CWMA
4437
Capstone Wealth Management (Alabama)
Alabama
$408K
FPW
4438
Flagship Private Wealth
Massachusetts
$407K
AWA
4439
AmeriServ Wealth Advisors
Pennsylvania
$407K
MSF
4440
Mustard Seed Financial
Arkansas
$407K
HA
4441
Helium Advisors
Washington
$407K
CH
4442
CDKV Holdings
Colorado
$407K
MLFP
4443
MPS Loria Financial Planners
Illinois
$407K
CCM
4444
Colorado Capital Management
Colorado
$406K
AAS
4445
AdviceOne Advisory Services
Connecticut
$405K
GC
4446
Gibson Capital
Pennsylvania
$404K
AWA
4447
Alaska Wealth Advisors
Alaska
$404K
KLI
4448
Kelman-Lazarov Inc
Tennessee
$401K
GFG
4449
Grantvest Financial Group
New Jersey
$400K
PWS
4450
Precision Wealth Strategies
Missouri
$395K