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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
DI
4526
Disciplined Investments
Oklahoma
$357K
HWA
4527
HighRoad Wealth Advisors
Oregon
$356K
WF
4528
Warner Financial
Maryland
$356K
O3W
4529
Omni 360 Wealth
New Jersey
$356K
RFPS
4530
Reality Financial Planning Services
Florida
$355K
MFA
4531
McClarren Financial Advisors
Pennsylvania
$353K
SFG
4532
Skyview Financial Group
Florida
$353K
UWM
4533
USAdvisors Wealth Management
Minnesota
$352K
QWM
4534
Quaker Wealth Management
New Jersey
$352K
I
4535
IMPACTfolio
Colorado
$351K
NERM
4536
New England Research & Management
Illinois
$351K
NOI
4537
Newton One Investments
Delaware
$350K
PCMK
4538
Paragon Capital Management (Kansas)
Kansas
$350K
BWG
4539
Boomfish Wealth Group
Georgia
$349K
LFWA
4540
LiftPoint Family Wealth Advisors
New Jersey
$348K
WA
4541
WPG Advisers
Maryland
$346K
UFPG
4542
United Financial Planning Group
New York
$346K
VWM
4543
Verus Wealth Management
Wisconsin
$346K
WCA
4544
Waratah Capital Advisors
Ontario, Canada
$345K
AWP
4545
Astra Wealth Partners
New Jersey
$345K
SPAS
4546
Spectrum Planning & Advisory Services
California
$344K
EP
4547
EPIQ Partners
Minnesota
$344K
VA
4548
Veratis Advisors
North Carolina
$343K
PA
4549
Prossimo Advisors
California
$343K
JWM
4550
Johnson Wealth Management
North Dakota
$343K