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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
UI
4726
Unconventional Investor
New Hampshire
$294K
HCRE
4727
Hoya Capital Real Estate
Connecticut
$293K
NCG
4728
Newport Capital Group
New Jersey
$292K
G
4729
Gainplan
Michigan
$291K
WFP
4730
Welch Financial Planning
Colorado
$291K
AWM
4731
Act Wealth Management
Texas
$291K
NLWP
4732
Next Level Wealth Planning
Idaho
$291K
TCOK
4733
Trust Company of Kansas
Kansas
$290K
EAM
4734
Everstar Asset Management
North Carolina
$290K
PWA
4735
Principia Wealth Advisory
Texas
$289K
MCIA
4736
Mountain Capital Investment Advisors
Colorado
$288K
LAA
4737
Liberty Atlantic Advisors
Texas
$288K
AWP
4738
Accretive Wealth Partners
New Jersey
$287K
CP
4739
Capital Planning
Washington
$287K
SIM
4740
Sims Investment Management
Ohio
$287K
AWM
4741
Adams Wealth Management
Utah
$287K
AWA
4742
Archvest Wealth Advisors
California
$286K
EP
4743
E6 Portfolios
Utah
$286K
GK
4744
Graney & King
New York
$286K
T
4745
Tableaux
Massachusetts
$286K
SP
4746
Saranac Partners
$284K
MKW
4747
Mullaney, Keating & Wright
Connecticut
$284K
WCP
4748
Wick Capital Partners
Pennsylvania
$284K
GHI
4749
Gross & Hartman Investments
Pennsylvania
$284K
PA
4750
Prosperity Advisers
Pennsylvania
$283K