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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
SF
4576
SWP Financial
California
$332K
SA
4577
Skyline Advisors
Washington
$331K
AC
4578
Annandale Capital
Texas
$331K
CCA
4579
Conservest Capital Advisors
Pennsylvania
$330K
DA
4580
Dash Acquisitions
California
$330K
EIA
4581
Eastover Investment Advisors
North Carolina
$329K
CCMIC
4582
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$329K
STFP
4583
Signal Tree Financial Partners
Ohio
$329K
IDBONY
4584
Israel Discount Bank of New York
New York
$328K
BWM
4585
Brickley Wealth Management
California
$328K
NAMM
4586
NorthStar Asset Management (Massachusetts)
Massachusetts
$327K
LAMC
4587
Longview Asset Management (California)
California
$327K
PWM
4588
PMG Wealth Management
Illinois
$326K
PIA
4589
Panoramic Investment Advisors
Colorado
$326K
HWM
4590
HRC Wealth Management
Idaho
$326K
SFG
4591
Strive Financial Group
Indiana
$326K
CCA
4592
Catalyst Capital Advisors
New York
$326K
FGG
4593
Financial Guidance Group
Florida
$326K
TIA
4594
Tandem Investment Advisors
South Carolina
$325K
CFWMA
4595
Center for Wealth Management Advisory
Ohio
$325K
LAM
4596
Lifestyle Asset Management
Texas
$324K
GC
4597
Gruss & Co
Florida
$322K
CA
4598
Cumberland Advisors
Florida
$322K
MCG
4599
McCollum Christoferson Group
New York
$322K
MWM
4600
MOR Wealth Management
Pennsylvania
$322K