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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
FFP
4701
Freedom Financial Partners
Minnesota
$304K
FH
4702
Financial Harvest
Florida
$303K
SFG
4703
Synergy Financial Group
California
$302K
KCM
4704
Kennedy Capital Management
Missouri
$302K
CQWA
4705
Chokshi & Queen Wealth Advisors
California
$302K
WH
4706
Whitcomb & Hess
Ohio
$302K
ES
4707
ETF Store
Kansas
$302K
EWA
4708
Elevate Wealth Advisory
Georgia
$301K
GAM
4709
GEM Asset Management
Michigan
$301K
FS
4710
Ferguson Shapiro
Georgia
$300K
HP
4711
Havemeyer Place
Connecticut
$300K
CFP
4712
Curran Financial Partners
South Carolina
$300K
MW
4713
Members Wealth
Pennsylvania
$299K
VW
4714
Veridan Wealth
Oregon
$298K
WPWM
4715
Western Pacific Wealth Management
Illinois
$297K
MFG
4716
Midwest Financial Group
Kansas
$297K
SMF
4717
Sterling Manor Financial
New York
$297K
SWM
4718
SpringVest Wealth Management
Texas
$297K
BWG
4719
Balanced Wealth Group
Ohio
$296K
MF
4720
Manuka Financial
Virginia
$296K
CMMS
4721
Comprehensive Money Management Services
Florida
$295K
NWA
4722
Northwest Wealth Advisors
Washington
$295K
AC
4723
Avant Capital
Louisiana
$295K
FLP
4724
Financial Life Planners
Arizona
$294K
MAA
4725
Mraz Amerine & Associates
California
$294K