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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
AFO
4701
Arrowroot Family Office
California
$282K
GCS
4702
Gordian Capital (Singapore)
Singapore
$282K
SHFC
4703
Safe Harbor Family Capital
North Carolina
$281K
BFP
4704
Briaud Financial Planning
Texas
$281K
GCM
4705
Generation Capital Management
New York
$281K
BF
4706
Bonfire Financial
Colorado
$279K
LAM
4707
Lummis Asset Management
Texas
$279K
LFA
4708
Legend Financial Advisors
Pennsylvania
$278K
FW
4709
Fairway Wealth
Ohio
$278K
GVCM
4710
Global View Capital Management
Wisconsin
$277K
BFS
4711
Beacon Financial Strategies
North Carolina
$277K
TWM
4712
TSA Wealth Management
Texas
$276K
AW
4713
Avion Wealth
Texas
$275K
OFS
4714
Opus Financial Solutions
Illinois
$275K
PFC
4715
Phocas Financial Corp
California
$274K
HAFS
4716
Hapanowicz & Associates Financial Services
Pennsylvania
$274K
CAAM
4717
Cornerstone Advisors Asset Management
Pennsylvania
$274K
FA
4718
Fortis Advisors
Pennsylvania
$274K
BWA
4719
BlueChip Wealth Advisors
Georgia
$273K
BCWM
4720
Ball & Co Wealth Management
Tennessee
$273K
NJBEST
4721
New Jersey Better Educational Savings Trust
New Jersey
$273K
LWA
4722
Lifelong Wealth Advisors
Minnesota
$273K
SWM
4723
Stonebridge Wealth Management
Illinois
$273K
AI
4724
Auour Investments
Massachusetts
$272K
PA
4725
ProCore Advisors
California
$271K