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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
CMP
4651
Coston McIsaac & Partners
Maine
$322K
NLA
4652
Northern Lights Advisors
Washington
$322K
MA
4653
McGrath & Associates
North Carolina
$321K
FPN
4654
Financial Planning Navigators
Minnesota
$321K
GCM
4655
Gladius Capital Management
Illinois
$320K
DQRIM
4656
Dale Q Rice Investment Management
Washington
$320K
FWSM
4657
First Wilshire Securities Management
California
$320K
DWA
4658
Delap Wealth Advisory
Oregon
$320K
PFA
4659
Pettinga Financial Advisors
Indiana
$319K
FWM
4660
Fonville Wealth Management
Virginia
$319K
MUMSS
4661
Mitsubishi UFJ Morgan Stanley Securities
Japan
$319K
W
4662
WealthCollab
Washington
$318K
RWA
4663
Reicon Wealth Advisors
Georgia
$318K
SWM
4664
StoneCrest Wealth Management
Arizona
$317K
FCM
4665
Fogel Capital Management
Florida
$317K
BCAM
4666
Boston Common Asset Management
Massachusetts
$317K
MWM
4667
Magnolia Wealth Management
Alabama
$317K
MSWA
4668
Marshall & Sterling Wealth Advisors
New York
$317K
WOSD
4669
WFA of San Diego
California
$317K
RIM
4670
Reliant Investment Management
Tennessee
$316K
GJIA
4671
Glass Jacobson Investment Advisors
Maryland
$316K
AC
4672
AIFG Consultants
New York
$315K
RI
4673
Rinkey Investments
California
$315K
FFW
4674
Fusion Family Wealth
New York
$314K
IWB
4675
Innovative Wealth Building
Maryland
$314K