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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
RI
4551
Rinkey Investments
California
$315K
FFW
4552
Fusion Family Wealth
New York
$314K
IWB
4553
Innovative Wealth Building
Maryland
$314K
NA
4554
Nautilus Advisors
California
$313K
SIM
4555
Synergy Investment Management
Florida
$313K
KFG
4556
Kropog Financial Group
Louisiana
$313K
WI
4557
Westbourne Investments
Virginia
$313K
CIC
4558
Chase Investment Counsel
Virginia
$312K
EFN
4559
Equita Financial Network
Pennsylvania
$311K
AAM
4560
Auxier Asset Management
Oregon
$311K
WIP
4561
WealthCare Investment Partners
Rhode Island
$311K
OFG
4562
Opulen Financial Group
Virginia
$310K
PWA
4563
Prairie Wealth Advisors
Nebraska
$309K
LWM
4564
Laidlaw Wealth Management
New York
$309K
RIAS
4565
Rachor Investment Advisory Services
Michigan
$309K
UFA
4566
Uptown Financial Advisors
Texas
$309K
HSWS
4567
Higgins & Schmidt Wealth Strategies
Colorado
$309K
UW
4568
Unique Wealth
Florida
$309K
MIM
4569
Morningstar Investment Management
Illinois
$308K
CCM
4570
Check Capital Management
California
$308K
AAM
4571
Austin Asset Management
Texas
$308K
RPCA
4572
Running Point Capital Advisors
California
$307K
RPA
4573
Rock Point Advisors
Vermont
$305K
WCM
4574
WealthTrak Capital Management
Virginia
$305K
FFP
4575
Freedom Financial Partners
Minnesota
$304K