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
MJP
4651
Michael J. Puzo
$271K
BWA
4652
BCU Wealth Advisors
Illinois
$271K
VWM
4653
Vigil Wealth Management
Florida
$270K
IFS
4654
Integrated Financial Solutions
Virginia
$270K
AFG
4655
Altiora Financial Group
Ohio
$269K
CDWM
4656
Campbell Deegan Wealth Management
Virginia
$269K
DK
4657
David Kennon
Florida
$268K
SWA
4658
ShankerValleau Wealth Advisors
Illinois
$268K
BT
4659
Brandywine Trust
Delaware
$267K
LSL
4660
Legacy Solutions LLC
Pennsylvania
$267K
LWM
4661
Luminvest Wealth Management
Arizona
$267K
AP
4662
Aspect Partners
Virginia
$266K
JWS
4663
Juncture Wealth Strategies
Arizona
$266K
JWM
4664
Jacksonville Wealth Management
Florida
$266K
TCCM
4665
Timber Creek Capital Management
Massachusetts
$266K
MSFP
4666
Mark Sheptoff Financial Planning
Connecticut
$266K
PEWA
4667
Pacific Excel Wealth Advisors
California
$266K
MWM
4668
Madrid Wealth Management
New Mexico
$266K
AC
4669
Armistice Capital
New York
$264K
MW
4670
Marrick Wealth
California
$264K
HC
4671
Headland Capital
South Carolina
$263K
BFG
4672
Baron Financial Group
New Jersey
$263K
SP
4673
Sequent Planning
Nebraska
$262K
FI
4674
FWG Investments
Kentucky
$262K
GC
4675
GFG Capital
Florida
$261K