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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
SWAG
4751
Spectrum Wealth Advisory Group
California
$234K
GBA
4752
Garrison Bradford & Associates
New York
$234K
CPW
4753
Crestmont Private Wealth
Texas
$233K
NWM
4754
Navigoe Wealth Management
California
$233K
SFA
4755
Seneca Financial Advisors
New York
$233K
GPW
4756
Gray Private Wealth
Massachusetts
$232K
MPW
4757
MA Private Wealth
California
$232K
FPTW
4758
Franklin, Parlapiano, Turner & Welch
Texas
$232K
CA
4759
CV Advisors
Florida
$231K
SB
4760
Semitam Bonam
New York
$231K
TWG
4761
The Wealth Group
Minnesota
$230K
CWA
4762
Cornerstone Wealth Advisors
Minnesota
$229K
BIS
4763
BG Investment Services
Guam
$228K
RIG
4764
Renaissance Investment Group
Massachusetts
$227K
PD
4765
Planning Directions
Pennsylvania
$227K
OWCM
4766
One Wealth Capital Management
Arizona
$227K
HFO
4767
Heritage Family Offices
Arizona
$227K
QA
4768
Quattro Advisors
Pennsylvania
$226K
VFG
4769
V2 Financial group
Illinois
$226K
FAM
4770
Forte Asset Management
New York
$226K
SPWM
4771
Smith Partners Wealth Management
North Carolina
$226K
CCMI
4772
Creative Capital Management Investments
California
$225K
CIS
4773
Continental Investors Services
Washington
$225K
IIA
4774
Integrity Investment Advisors
Colorado
$224K
FWP
4775
Forefront Wealth Partners
Texas
$224K