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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
NA
4626
Nautilus Advisors
California
$313K
SIM
4627
Synergy Investment Management
Florida
$313K
KFG
4628
Kropog Financial Group
Louisiana
$313K
WI
4629
Westbourne Investments
Virginia
$313K
CIC
4630
Chase Investment Counsel
Virginia
$312K
EFN
4631
Equita Financial Network
Pennsylvania
$311K
AAM
4632
Auxier Asset Management
Oregon
$311K
WIP
4633
WealthCare Investment Partners
Rhode Island
$311K
OFG
4634
Opulen Financial Group
Virginia
$310K
PWA
4635
Prairie Wealth Advisors
Nebraska
$309K
LWM
4636
Laidlaw Wealth Management
New York
$309K
RIAS
4637
Rachor Investment Advisory Services
Michigan
$309K
UFA
4638
Uptown Financial Advisors
Texas
$309K
HSWS
4639
Higgins & Schmidt Wealth Strategies
Colorado
$309K
UW
4640
Unique Wealth
Florida
$309K
MIM
4641
Morningstar Investment Management
Illinois
$308K
CCM
4642
Check Capital Management
California
$308K
AAM
4643
Austin Asset Management
Texas
$308K
FIT
4644
Financially in Tune
Massachusetts
$307K
RPCA
4645
Running Point Capital Advisors
California
$307K
TCM
4646
TD Capital Management
Tennessee
$307K
OAL
4647
Oasis Advisors, LLC
Iowa
$306K
RPA
4648
Rock Point Advisors
Vermont
$305K
WCM
4649
WealthTrak Capital Management
Virginia
$305K
FFP
4650
Freedom Financial Partners
Minnesota
$304K