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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
TPCM
4551
Templeton & Phillips Capital Management
Tennessee
$343K
LSC
4552
Lesa Sroufe & Co
Washington
$342K
KAS
4553
Kemnay Advisory Services
New York
$342K
LL
4554
LPWM LLC
Minnesota
$342K
HBS
4555
Howard Bailey Securities
Indiana
$341K
BC
4556
Brio Consultants
California
$341K
AFS
4557
AFG Fiduciary Services
Massachusetts
$340K
CFM
4558
Comprehensive Financial Management
California
$339K
OCFG
4559
O'Connor Financial Group
Illinois
$339K
JWM
4560
Jackson Wealth Management
Florida
$339K
ZAM
4561
Zevin Asset Management
Massachusetts
$339K
AWM
4562
Alterna Wealth Management
Texas
$338K
GCM
4563
Gallacher Capital Management
Colorado
$338K
LFG
4564
Lockerman Financial Group
California
$338K
RWS
4565
Rochester Wealth Strategies
Michigan
$337K
SFM
4566
Stack Financial Management
Montana
$337K
PP
4567
PFS Partners
New Jersey
$337K
BBNB
4568
Baker Boyer National Bank
Washington
$337K
ACM
4569
Aurdan Capital Management
Pennsylvania
$337K
MGAM
4570
McGowan Group Asset Management
Texas
$336K
ARG
4571
Advisory Resource Group
Oklahoma
$334K
CCAL
4572
City Center Advisors LLC
Michigan
$334K
SIA
4573
Spectrum Investment Advisors
Wisconsin
$334K
4WM
4574
4J Wealth Management
Virginia
$334K
HA
4575
HFG Advisors
Ohio
$333K