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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
FCC
4551
Flower City Capital
New York
$370K
AA
4552
ACT Advisors
North Carolina
$369K
WG
4553
Warner Group
Connecticut
$369K
RWM
4554
Rialto Wealth Management
New York
$368K
CWA
4555
Cascade Wealth Advisors
Washington
$368K
JWM
4556
JDH Wealth Management
California
$368K
IWP
4557
IAG Wealth Partners
Wisconsin
$367K
SCB
4558
Saudi Central Bank
Saudi Arabia
$366K
FAM
4559
Frontier Asset Management
Wyoming
$364K
CAP
4560
Cordoba Advisory Partners
New York
$364K
VMMC
4561
V.M. Manning & Co
South Carolina
$364K
C
4562
Covestor
United Kingdom
$363K
CSW
4563
Cogent Strategic Wealth
Illinois
$362K
PSP
4564
Pacific Sage Partners
Washington
$362K
TFS
4565
truNorth Financial Services
Pennsylvania
$361K
CA
4566
Claris Advisors
Missouri
$360K
MSWM
4567
Master's Wealth Management
Pennsylvania
$360K
JSA
4568
Jim Saulnier & Associates
Colorado
$360K
LPFG
4569
Landing Point Financial Group
Ohio
$360K
LAM
4570
Lountzis Asset Management
Pennsylvania
$360K
SCM
4571
Stonehearth Capital Management
Massachusetts
$359K
HWA
4572
Heritage Wealth Architects
Minnesota
$358K
FSWA
4573
Financial Synergies Wealth Advisors
Texas
$358K
Eagle Capital Management (New York)
4574
Eagle Capital Management (New York)
New York
$357K
DI
4575
Disciplined Investments
Oklahoma
$357K