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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
HCRE
4676
Hoya Capital Real Estate
Connecticut
$293K
NCG
4677
Newport Capital Group
New Jersey
$292K
G
4678
Gainplan
Michigan
$291K
WFP
4679
Welch Financial Planning
Colorado
$291K
AWM
4680
Act Wealth Management
Texas
$291K
NLWP
4681
Next Level Wealth Planning
Idaho
$291K
TCOK
4682
Trust Company of Kansas
Kansas
$290K
EAM
4683
Everstar Asset Management
North Carolina
$290K
PWA
4684
Principia Wealth Advisory
Texas
$289K
MCIA
4685
Mountain Capital Investment Advisors
Colorado
$288K
LAA
4686
Liberty Atlantic Advisors
Texas
$288K
AWP
4687
Accretive Wealth Partners
New Jersey
$287K
CP
4688
Capital Planning
Washington
$287K
SIM
4689
Sims Investment Management
Ohio
$287K
AWM
4690
Adams Wealth Management
Utah
$287K
AWA
4691
Archvest Wealth Advisors
California
$286K
EP
4692
E6 Portfolios
Utah
$286K
GK
4693
Graney & King
New York
$286K
T
4694
Tableaux
Massachusetts
$286K
SP
4695
Saranac Partners
$284K
WCP
4696
Wick Capital Partners
Pennsylvania
$284K
PA
4697
Prosperity Advisers
Pennsylvania
$283K
TF
4698
Theory Financial
Colorado
$283K
FNWM
4699
Financial Network Wealth Management
Utah
$282K
IWMO
4700
Integrated Wealth Management (Ohio)
Ohio
$282K