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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
SA
4626
Skyline Advisors
Washington
$331K
AC
4627
Annandale Capital
Texas
$331K
CCA
4628
Conservest Capital Advisors
Pennsylvania
$330K
DA
4629
Dash Acquisitions
California
$330K
EIA
4630
Eastover Investment Advisors
North Carolina
$329K
CCMIC
4631
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$329K
STFP
4632
Signal Tree Financial Partners
Ohio
$329K
IDBONY
4633
Israel Discount Bank of New York
New York
$328K
BWM
4634
Brickley Wealth Management
California
$328K
NAMM
4635
NorthStar Asset Management (Massachusetts)
Massachusetts
$327K
LAMC
4636
Longview Asset Management (California)
California
$327K
PWM
4637
PMG Wealth Management
Illinois
$326K
PIA
4638
Panoramic Investment Advisors
Colorado
$326K
HWM
4639
HRC Wealth Management
Idaho
$326K
SFG
4640
Strive Financial Group
Indiana
$326K
CCA
4641
Catalyst Capital Advisors
New York
$326K
FGG
4642
Financial Guidance Group
Florida
$326K
TIA
4643
Tandem Investment Advisors
South Carolina
$325K
CFWMA
4644
Center for Wealth Management Advisory
Ohio
$325K
LAM
4645
Lifestyle Asset Management
Texas
$324K
GC
4646
Gruss & Co
Florida
$322K
CA
4647
Cumberland Advisors
Florida
$322K
MCG
4648
McCollum Christoferson Group
New York
$322K
MWM
4649
MOR Wealth Management
Pennsylvania
$322K
UA
4650
URS Advisory
Florida
$322K