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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
MWM
4601
MOR Wealth Management
Pennsylvania
$322K
CMP
4602
Coston McIsaac & Partners
Maine
$322K
MA
4603
McGrath & Associates
North Carolina
$321K
FPN
4604
Financial Planning Navigators
Minnesota
$321K
GCM
4605
Gladius Capital Management
Illinois
$320K
FWSM
4606
First Wilshire Securities Management
California
$320K
DQRIM
4607
Dale Q Rice Investment Management
Washington
$320K
DWA
4608
Delap Wealth Advisory
Oregon
$320K
PFA
4609
Pettinga Financial Advisors
Indiana
$319K
FWM
4610
Fonville Wealth Management
Virginia
$319K
MUMSS
4611
Mitsubishi UFJ Morgan Stanley Securities
Japan
$319K
W
4612
WealthCollab
Washington
$318K
RWA
4613
Reicon Wealth Advisors
Georgia
$318K
SWM
4614
StoneCrest Wealth Management
Arizona
$317K
FCM
4615
Fogel Capital Management
Florida
$317K
BCAM
4616
Boston Common Asset Management
Massachusetts
$317K
MWM
4617
Magnolia Wealth Management
Alabama
$317K
MSWA
4618
Marshall & Sterling Wealth Advisors
New York
$317K
WOSD
4619
WFA of San Diego
California
$317K
RIM
4620
Reliant Investment Management
Tennessee
$316K
GJIA
4621
Glass Jacobson Investment Advisors
Maryland
$316K
AC
4622
AIFG Consultants
New York
$315K
RI
4623
Rinkey Investments
California
$315K
FFW
4624
Fusion Family Wealth
New York
$314K
IWB
4625
Innovative Wealth Building
Maryland
$314K