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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
CCAL
4501
City Center Advisors LLC
Michigan
$334K
SIA
4502
Spectrum Investment Advisors
Wisconsin
$334K
4WM
4503
4J Wealth Management
Virginia
$334K
HA
4504
HFG Advisors
Ohio
$333K
SF
4505
SWP Financial
California
$332K
SA
4506
Skyline Advisors
Washington
$331K
AC
4507
Annandale Capital
Texas
$331K
CCA
4508
Conservest Capital Advisors
Pennsylvania
$330K
DA
4509
Dash Acquisitions
California
$330K
EIA
4510
Eastover Investment Advisors
North Carolina
$329K
CCMIC
4511
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$329K
STFP
4512
Signal Tree Financial Partners
Ohio
$329K
IDBONY
4513
Israel Discount Bank of New York
New York
$328K
BWM
4514
Brickley Wealth Management
California
$328K
NAMM
4515
NorthStar Asset Management (Massachusetts)
Massachusetts
$327K
LAMC
4516
Longview Asset Management (California)
California
$327K
PWM
4517
PMG Wealth Management
Illinois
$326K
PIA
4518
Panoramic Investment Advisors
Colorado
$326K
HWM
4519
HRC Wealth Management
Idaho
$326K
SFG
4520
Strive Financial Group
Indiana
$326K
CCA
4521
Catalyst Capital Advisors
New York
$326K
FGG
4522
Financial Guidance Group
Florida
$326K
TIA
4523
Tandem Investment Advisors
South Carolina
$325K
LAM
4524
Lifestyle Asset Management
Texas
$324K
GC
4525
Gruss & Co
Florida
$322K