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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
PRRFG
4451
Paul R. Ried Financial Group
Washington
$395K
HFF
4452
Halter Ferguson Financial
Indiana
$395K
BRIA
4453
Balanced Rock Investment Advisors
Massachusetts
$393K
BFA
4454
Brown Financial Advisory
Alabama
$393K
SHIM
4455
Stone House Investment Management
Pennsylvania
$392K
LCM
4456
LRT Capital Management
Texas
$391K
PSC
4457
Prentiss Smith & Co
Vermont
$391K
NS
4458
Northland Securities
Minnesota
$391K
VPWA
4459
Vestia Personal Wealth Advisors
Indiana
$391K
NQWM
4460
Northwest Quadrant Wealth Management
Oregon
$391K
KA
4461
Kure Advisory
Minnesota
$391K
AWM
4462
Austin Wealth Management
Texas
$390K
RWFS
4463
Rayburn West Financial Services
Tennessee
$390K
PS
4464
Pinney & Scofield
Massachusetts
$389K
TFA
4465
TPG Financial Advisors
Oregon
$388K
RRWA
4466
Rainey & Randall Wealth Advisors
Florida
$385K
TFS
4467
Targeted Financial Services
Florida
$385K
TPF
4468
Tribridge Partners Financial
Maryland
$384K
HSWM
4469
Hubbell Strickland Wealth Management
Louisiana
$383K
CCM
4470
Cutler Capital Management
Massachusetts
$383K
TC
4471
TwinBeech Capital
New York
$383K
PFO
4472
PMG Family Office
Texas
$382K
NHFG
4473
New Harbor Financial Group
Massachusetts
$382K
HHGA
4474
Halbert Hargrove Global Advisors
California
$381K
FAC
4475
Financial Advisory Corporation
Michigan
$380K