JPM icon

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
SAM
4476
Satovsky Asset Management
New York
$380K
SPA
4477
Sentinel Pension Advisors
Massachusetts
$379K
DF
4478
Daviman Financial
Indiana
$379K
SA
4479
Sicart Associates
New York
$378K
CFG
4480
Clayton Financial Group
Missouri
$377K
BWAM
4481
Blue Water Asset Management
Michigan
$377K
QCIG
4482
Quad-Cities Investment Group
Iowa
$376K
DWM
4483
Daner Wealth Management
Georgia
$376K
PWM
4484
Parkshore Wealth Management
California
$376K
HA
4485
Hanover Advisors
South Carolina
$375K
BPW
4486
BLVD Private Wealth
Kentucky
$375K
CAML
4487
Capital Asset Managemnet, LLC
Colorado
$375K
MIM
4488
Macroview Investment Management
Maryland
$374K
FA
4489
Fermata Advisors
California
$374K
CSIA
4490
Conrad Siegel Investment Advisors
Pennsylvania
$374K
WFP
4491
Wrenne Financial Planning
Kentucky
$373K
APW
4492
Atlantic Private Wealth
North Carolina
$373K
IW
4493
Imprint Wealth
South Carolina
$373K
HI
4494
Human Investing
Oregon
$372K
BA
4495
Bellwether Advisors
Nebraska
$372K
PC
4496
Prairiewood Capital
North Dakota
$372K
BA
4497
Ballew Advisors
Mississippi
$371K
DWML
4498
DWR WEALTH MANAGEMENT, LLC
California
$371K
CWMS
4499
Cannon Wealth Management Services
North Carolina
$370K
WFA
4500
Websterrogers Financial Advisors
South Carolina
$370K