JPM icon

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
GCS
4626
Gordian Capital (Singapore)
Singapore
$282K
SHFC
4627
Safe Harbor Family Capital
North Carolina
$281K
BFP
4628
Briaud Financial Planning
Texas
$281K
GCM
4629
Generation Capital Management
New York
$281K
BF
4630
Bonfire Financial
Colorado
$279K
LAM
4631
Lummis Asset Management
Texas
$279K
LFA
4632
Legend Financial Advisors
Pennsylvania
$278K
FW
4633
Fairway Wealth
Ohio
$278K
GVCM
4634
Global View Capital Management
Wisconsin
$277K
BFS
4635
Beacon Financial Strategies
North Carolina
$277K
TWM
4636
TSA Wealth Management
Texas
$276K
AW
4637
Avion Wealth
Texas
$275K
OFS
4638
Opus Financial Solutions
Illinois
$275K
PFC
4639
Phocas Financial Corp
California
$274K
HAFS
4640
Hapanowicz & Associates Financial Services
Pennsylvania
$274K
CAAM
4641
Cornerstone Advisors Asset Management
Pennsylvania
$274K
FA
4642
Fortis Advisors
Pennsylvania
$274K
BWA
4643
BlueChip Wealth Advisors
Georgia
$273K
BCWM
4644
Ball & Co Wealth Management
Tennessee
$273K
NJBEST
4645
New Jersey Better Educational Savings Trust
New Jersey
$273K
LWA
4646
Lifelong Wealth Advisors
Minnesota
$273K
SWM
4647
Stonebridge Wealth Management
Illinois
$273K
AI
4648
Auour Investments
Massachusetts
$272K
PA
4649
ProCore Advisors
California
$271K
BFA
4650
Ballast Financial Advisors
Pennsylvania
$271K