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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
BFA
4726
Ballast Financial Advisors
Pennsylvania
$271K
MJP
4727
Michael J. Puzo
$271K
BWA
4728
BCU Wealth Advisors
Illinois
$271K
VWM
4729
Vigil Wealth Management
Florida
$270K
IFS
4730
Integrated Financial Solutions
Virginia
$270K
AFG
4731
Altiora Financial Group
Ohio
$269K
CDWM
4732
Campbell Deegan Wealth Management
Virginia
$269K
DK
4733
David Kennon
Florida
$268K
SWA
4734
ShankerValleau Wealth Advisors
Illinois
$268K
BT
4735
Brandywine Trust
Delaware
$267K
LSL
4736
Legacy Solutions LLC
Pennsylvania
$267K
LWM
4737
Luminvest Wealth Management
Arizona
$267K
AP
4738
Aspect Partners
Virginia
$266K
JWS
4739
Juncture Wealth Strategies
Arizona
$266K
JWM
4740
Jacksonville Wealth Management
Florida
$266K
TCCM
4741
Timber Creek Capital Management
Massachusetts
$266K
MSFP
4742
Mark Sheptoff Financial Planning
Connecticut
$266K
PEWA
4743
Pacific Excel Wealth Advisors
California
$266K
MWM
4744
Madrid Wealth Management
New Mexico
$266K
AC
4745
Armistice Capital
New York
$264K
MW
4746
Marrick Wealth
California
$264K
HC
4747
Headland Capital
South Carolina
$263K
BFG
4748
Baron Financial Group
New Jersey
$263K
SP
4749
Sequent Planning
Nebraska
$262K
FI
4750
FWG Investments
Kentucky
$262K