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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
LSC
4601
Lesa Sroufe & Co
Washington
$342K
KAS
4602
Kemnay Advisory Services
New York
$342K
LL
4603
LPWM LLC
Minnesota
$342K
HBS
4604
Howard Bailey Securities
Indiana
$341K
BC
4605
Brio Consultants
California
$341K
AFS
4606
AFG Fiduciary Services
Massachusetts
$340K
CFM
4607
Comprehensive Financial Management
California
$339K
OCFG
4608
O'Connor Financial Group
Illinois
$339K
JWM
4609
Jackson Wealth Management
Florida
$339K
ZAM
4610
Zevin Asset Management
Massachusetts
$339K
AWM
4611
Alterna Wealth Management
Texas
$338K
GCM
4612
Gallacher Capital Management
Colorado
$338K
LFG
4613
Lockerman Financial Group
California
$338K
RWS
4614
Rochester Wealth Strategies
Michigan
$337K
SFM
4615
Stack Financial Management
Montana
$337K
PP
4616
PFS Partners
New Jersey
$337K
BBNB
4617
Baker Boyer National Bank
Washington
$337K
ACM
4618
Aurdan Capital Management
Pennsylvania
$337K
MGAM
4619
McGowan Group Asset Management
Texas
$336K
ARG
4620
Advisory Resource Group
Oklahoma
$334K
CCAL
4621
City Center Advisors LLC
Michigan
$334K
SIA
4622
Spectrum Investment Advisors
Wisconsin
$334K
4WM
4623
4J Wealth Management
Virginia
$334K
HA
4624
HFG Advisors
Ohio
$333K
SF
4625
SWP Financial
California
$332K