JPM icon

JPMorgan Chase

4,966 hedge funds and large institutions have $635B invested in JPMorgan Chase in 2025 Q4 according to their latest regulatory filings, with 466 funds opening new positions, 1,934 increasing their positions, 2,121 reducing their positions, and 88 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 capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 913916 (+3)

9% less repeat investments, than reductions

Existing positions increased: 1,934 | Existing positions reduced: 2,121

11% less call options, than puts

Call options by funds: $10.4B | Put options by funds: $11.6B

Holders
4,966
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
916
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4B
Puts
$11.6B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
4726
Heritage Oak Wealth Advisors
Florida
$244K
AFA
4727
Alpha Financial Advisors
North Carolina
$244K
FCMC
4728
Founders Capital Management (Connecticut)
Connecticut
$243K
DFA
4729
Davies Financial Advisors
California
$243K
NBWM
4730
North Berkeley Wealth Management
California
$242K
CISOA
4731
Capital Investment Services of America
Wisconsin
$242K
CWR
4732
Chico Wealth RIA
California
$242K
CEI
4733
Clark Estates Inc
New York
$242K
PIA
4734
Petredis Investment Advisors
Pennsylvania
$241K
MAV
4735
Mason & Associates (Virginia)
Virginia
$240K
WCM
4736
Westend Capital Management
California
$240K
HPA
4737
High Probability Advisors
New York
$239K
PFM
4738
Peak Financial Management
Massachusetts
$239K
GCM
4739
Gator Capital Management
Florida
$238K
CCM
4740
Chaney Capital Management
Washington
$238K
BBW
4741
Blue Barn Wealth
Utah
$238K
PFS
4742
Professional Financial Solutions
Virginia
$238K
RWP
4743
Ridgeline Wealth Planning
Ohio
$237K
T
4744
Tidemark
California
$237K
PFA
4745
Providence Financial Advisors
Kansas
$236K
FWWM
4746
Fiscal Wisdom Wealth Management
Connecticut
$235K
TSW
4747
Three Seasons Wealth
Utah
$235K
LWMI
4748
Legacy Wealth Management (Idaho)
Idaho
$234K
MFG
4749
Mustico Financial Group
New York
$234K
IP
4750
Integras Partners
Georgia
$234K