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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
CA
4526
Cumberland Advisors
Florida
$322K
MCG
4527
McCollum Christoferson Group
New York
$322K
MWM
4528
MOR Wealth Management
Pennsylvania
$322K
UA
4529
URS Advisory
Florida
$322K
CMP
4530
Coston McIsaac & Partners
Maine
$322K
MA
4531
McGrath & Associates
North Carolina
$321K
FPN
4532
Financial Planning Navigators
Minnesota
$321K
GCM
4533
Gladius Capital Management
Illinois
$320K
FWSM
4534
First Wilshire Securities Management
California
$320K
DQRIM
4535
Dale Q Rice Investment Management
Washington
$320K
DWA
4536
Delap Wealth Advisory
Oregon
$320K
PFA
4537
Pettinga Financial Advisors
Indiana
$319K
FWM
4538
Fonville Wealth Management
Virginia
$319K
MUMSS
4539
Mitsubishi UFJ Morgan Stanley Securities
Japan
$319K
W
4540
WealthCollab
Washington
$318K
RWA
4541
Reicon Wealth Advisors
Georgia
$318K
SWM
4542
StoneCrest Wealth Management
Arizona
$317K
FCM
4543
Fogel Capital Management
Florida
$317K
BCAM
4544
Boston Common Asset Management
Massachusetts
$317K
MWM
4545
Magnolia Wealth Management
Alabama
$317K
MSWA
4546
Marshall & Sterling Wealth Advisors
New York
$317K
WOSD
4547
WFA of San Diego
California
$317K
RIM
4548
Reliant Investment Management
Tennessee
$316K
GJIA
4549
Glass Jacobson Investment Advisors
Maryland
$316K
AC
4550
AIFG Consultants
New York
$315K