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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
HCRE
4601
Hoya Capital Real Estate
Connecticut
$293K
NCG
4602
Newport Capital Group
New Jersey
$292K
G
4603
Gainplan
Michigan
$291K
WFP
4604
Welch Financial Planning
Colorado
$291K
AWM
4605
Act Wealth Management
Texas
$291K
NLWP
4606
Next Level Wealth Planning
Idaho
$291K
TCOK
4607
Trust Company of Kansas
Kansas
$290K
EAM
4608
Everstar Asset Management
North Carolina
$290K
PWA
4609
Principia Wealth Advisory
Texas
$289K
MCIA
4610
Mountain Capital Investment Advisors
Colorado
$288K
LAA
4611
Liberty Atlantic Advisors
Texas
$288K
AWP
4612
Accretive Wealth Partners
New Jersey
$287K
CP
4613
Capital Planning
Washington
$287K
SIM
4614
Sims Investment Management
Ohio
$287K
AWM
4615
Adams Wealth Management
Utah
$287K
AWA
4616
Archvest Wealth Advisors
California
$286K
EP
4617
E6 Portfolios
Utah
$286K
GK
4618
Graney & King
New York
$286K
T
4619
Tableaux
Massachusetts
$286K
SP
4620
Saranac Partners
$284K
WCP
4621
Wick Capital Partners
Pennsylvania
$284K
PA
4622
Prosperity Advisers
Pennsylvania
$283K
TF
4623
Theory Financial
Colorado
$283K
FNWM
4624
Financial Network Wealth Management
Utah
$282K
AFO
4625
Arrowroot Family Office
California
$282K