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JPMorgan Chase

5,116 hedge funds and large institutions have $640B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 557 funds opening new positions, 1,961 increasing their positions, 2,146 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 funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $618B → $640B (+$22B)

9% less repeat investments, than reductions

Existing positions increased: 1,961 | Existing positions reduced: 2,146

10% less call options, than puts

Call options by funds: $10.5B | Put options by funds: $11.7B

Holders
5,116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
939
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
BRIA
4501
Balanced Rock Investment Advisors
Massachusetts
$393K
BFA
4502
Brown Financial Advisory
Alabama
$393K
SHIM
4503
Stone House Investment Management
Pennsylvania
$392K
LCM
4504
LRT Capital Management
Texas
$391K
PSC
4505
Prentiss Smith & Co
Vermont
$391K
NS
4506
Northland Securities
Minnesota
$391K
VPWA
4507
Vestia Personal Wealth Advisors
Indiana
$391K
NQWM
4508
Northwest Quadrant Wealth Management
Oregon
$391K
KA
4509
Kure Advisory
Minnesota
$391K
AWM
4510
Austin Wealth Management
Texas
$390K
RWFS
4511
Rayburn West Financial Services
Tennessee
$390K
PS
4512
Pinney & Scofield
Massachusetts
$389K
TFA
4513
TPG Financial Advisors
Oregon
$388K
RRWA
4514
Rainey & Randall Wealth Advisors
Florida
$385K
TFS
4515
Targeted Financial Services
Florida
$385K
TPF
4516
Tribridge Partners Financial
Maryland
$384K
HSWM
4517
Hubbell Strickland Wealth Management
Louisiana
$383K
CCM
4518
Cutler Capital Management
Massachusetts
$383K
TC
4519
TwinBeech Capital
New York
$383K
PFO
4520
PMG Family Office
Texas
$382K
NHFG
4521
New Harbor Financial Group
Massachusetts
$382K
HHGA
4522
Halbert Hargrove Global Advisors
California
$381K
FAC
4523
Financial Advisory Corporation
Michigan
$380K
SAM
4524
Satovsky Asset Management
New York
$380K
SPA
4525
Sentinel Pension Advisors
Massachusetts
$379K