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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
FH
4651
Financial Harvest
Florida
$303K
SFG
4652
Synergy Financial Group
California
$302K
KCM
4653
Kennedy Capital Management
Missouri
$302K
CQWA
4654
Chokshi & Queen Wealth Advisors
California
$302K
WH
4655
Whitcomb & Hess
Ohio
$302K
ES
4656
ETF Store
Kansas
$302K
EWA
4657
Elevate Wealth Advisory
Georgia
$301K
GAM
4658
GEM Asset Management
Michigan
$301K
FS
4659
Ferguson Shapiro
Georgia
$300K
HP
4660
Havemeyer Place
Connecticut
$300K
CFP
4661
Curran Financial Partners
South Carolina
$300K
MW
4662
Members Wealth
Pennsylvania
$299K
VW
4663
Veridan Wealth
Oregon
$298K
WPWM
4664
Western Pacific Wealth Management
Illinois
$297K
MFG
4665
Midwest Financial Group
Kansas
$297K
SMF
4666
Sterling Manor Financial
New York
$297K
SWM
4667
SpringVest Wealth Management
Texas
$297K
BWG
4668
Balanced Wealth Group
Ohio
$296K
MF
4669
Manuka Financial
Virginia
$296K
CMMS
4670
Comprehensive Money Management Services
Florida
$295K
NWA
4671
Northwest Wealth Advisors
Washington
$295K
AC
4672
Avant Capital
Louisiana
$295K
FLP
4673
Financial Life Planners
Arizona
$294K
MAA
4674
Mraz Amerine & Associates
California
$294K
UI
4675
Unconventional Investor
New Hampshire
$294K