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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
FH
4576
Financial Harvest
Florida
$303K
SFG
4577
Synergy Financial Group
California
$302K
KCM
4578
Kennedy Capital Management
Missouri
$302K
CQWA
4579
Chokshi & Queen Wealth Advisors
California
$302K
WH
4580
Whitcomb & Hess
Ohio
$302K
ES
4581
ETF Store
Kansas
$302K
EWA
4582
Elevate Wealth Advisory
Georgia
$301K
GAM
4583
GEM Asset Management
Michigan
$301K
FS
4584
Ferguson Shapiro
Georgia
$300K
HP
4585
Havemeyer Place
Connecticut
$300K
CFP
4586
Curran Financial Partners
South Carolina
$300K
MW
4587
Members Wealth
Pennsylvania
$299K
VW
4588
Veridan Wealth
Oregon
$298K
WPWM
4589
Western Pacific Wealth Management
Illinois
$297K
MFG
4590
Midwest Financial Group
Kansas
$297K
SMF
4591
Sterling Manor Financial
New York
$297K
SWM
4592
SpringVest Wealth Management
Texas
$297K
BWG
4593
Balanced Wealth Group
Ohio
$296K
MF
4594
Manuka Financial
Virginia
$296K
CMMS
4595
Comprehensive Money Management Services
Florida
$295K
NWA
4596
Northwest Wealth Advisors
Washington
$295K
AC
4597
Avant Capital
Louisiana
$295K
FLP
4598
Financial Life Planners
Arizona
$294K
MAA
4599
Mraz Amerine & Associates
California
$294K
UI
4600
Unconventional Investor
New Hampshire
$294K