We are live on ! Find out more
JPM icon

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
HWA
4576
HighRoad Wealth Advisors
Oregon
$356K
WF
4577
Warner Financial
Maryland
$356K
O3W
4578
Omni 360 Wealth
New Jersey
$356K
RFPS
4579
Reality Financial Planning Services
Florida
$355K
MFA
4580
McClarren Financial Advisors
Pennsylvania
$353K
SFG
4581
Skyview Financial Group
Florida
$353K
UWM
4582
USAdvisors Wealth Management
Minnesota
$352K
QWM
4583
Quaker Wealth Management
New Jersey
$352K
I
4584
IMPACTfolio
Colorado
$351K
NERM
4585
New England Research & Management
Illinois
$351K
NOI
4586
Newton One Investments
Delaware
$350K
PCMK
4587
Paragon Capital Management (Kansas)
Kansas
$350K
BWG
4588
Boomfish Wealth Group
Georgia
$349K
LFWA
4589
LiftPoint Family Wealth Advisors
New Jersey
$348K
WA
4590
WPG Advisers
Maryland
$346K
UFPG
4591
United Financial Planning Group
New York
$346K
VWM
4592
Verus Wealth Management
Wisconsin
$346K
WCA
4593
Waratah Capital Advisors
Ontario, Canada
$345K
AWP
4594
Astra Wealth Partners
New Jersey
$345K
SPAS
4595
Spectrum Planning & Advisory Services
California
$344K
EP
4596
EPIQ Partners
Minnesota
$344K
VA
4597
Veratis Advisors
North Carolina
$343K
PA
4598
Prossimo Advisors
California
$343K
JWM
4599
Johnson Wealth Management
North Dakota
$343K
TPCM
4600
Templeton & Phillips Capital Management
Tennessee
$343K