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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
EP
4476
EPIQ Partners
Minnesota
$344K
VA
4477
Veratis Advisors
North Carolina
$343K
PA
4478
Prossimo Advisors
California
$343K
JWM
4479
Johnson Wealth Management
North Dakota
$343K
TPCM
4480
Templeton & Phillips Capital Management
Tennessee
$343K
LSC
4481
Lesa Sroufe & Co
Washington
$342K
KAS
4482
Kemnay Advisory Services
New York
$342K
LL
4483
LPWM LLC
Minnesota
$342K
HBS
4484
Howard Bailey Securities
Indiana
$341K
BC
4485
Brio Consultants
California
$341K
AFS
4486
AFG Fiduciary Services
Massachusetts
$340K
CFM
4487
Comprehensive Financial Management
California
$339K
OCFG
4488
O'Connor Financial Group
Illinois
$339K
JWM
4489
Jackson Wealth Management
Florida
$339K
ZAM
4490
Zevin Asset Management
Massachusetts
$339K
AWM
4491
Alterna Wealth Management
Texas
$338K
GCM
4492
Gallacher Capital Management
Colorado
$338K
LFG
4493
Lockerman Financial Group
California
$338K
RWS
4494
Rochester Wealth Strategies
Michigan
$337K
SFM
4495
Stack Financial Management
Montana
$337K
PP
4496
PFS Partners
New Jersey
$337K
BBNB
4497
Baker Boyer National Bank
Washington
$337K
ACM
4498
Aurdan Capital Management
Pennsylvania
$337K
MGAM
4499
McGowan Group Asset Management
Texas
$336K
ARG
4500
Advisory Resource Group
Oklahoma
$334K