We are live on ! Find out more
JPM icon

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
NA
4676
Nautilus Advisors
California
$313K
SIM
4677
Synergy Investment Management
Florida
$313K
KFG
4678
Kropog Financial Group
Louisiana
$313K
WI
4679
Westbourne Investments
Virginia
$313K
CIC
4680
Chase Investment Counsel
Virginia
$312K
EFN
4681
Equita Financial Network
Pennsylvania
$311K
AAM
4682
Auxier Asset Management
Oregon
$311K
WIP
4683
WealthCare Investment Partners
Rhode Island
$311K
OFG
4684
Opulen Financial Group
Virginia
$310K
PWA
4685
Prairie Wealth Advisors
Nebraska
$309K
LWM
4686
Laidlaw Wealth Management
New York
$309K
RIAS
4687
Rachor Investment Advisory Services
Michigan
$309K
UFA
4688
Uptown Financial Advisors
Texas
$309K
HSWS
4689
Higgins & Schmidt Wealth Strategies
Colorado
$309K
UW
4690
Unique Wealth
Florida
$309K
MIM
4691
Morningstar Investment Management
Illinois
$308K
CCM
4692
Check Capital Management
California
$308K
AAM
4693
Austin Asset Management
Texas
$308K
FIT
4694
Financially in Tune
Massachusetts
$307K
RPCA
4695
Running Point Capital Advisors
California
$307K
TCM
4696
TD Capital Management
Tennessee
$307K
OA
4697
Oasis Advisors
Iowa
$306K
AF
4698
AtlasMark Financial
Texas
$306K
RPA
4699
Rock Point Advisors
Vermont
$305K
WCM
4700
WealthTrak Capital Management
Virginia
$305K