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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
TF
4751
Theory Financial
Colorado
$283K
FNWM
4752
Financial Network Wealth Management
Utah
$282K
IWMO
4753
Integrated Wealth Management (Ohio)
Ohio
$282K
AFO
4754
Arrowroot Family Office
California
$282K
GCS
4755
Gordian Capital (Singapore)
Singapore
$282K
SHFC
4756
Safe Harbor Family Capital
North Carolina
$281K
BFP
4757
Briaud Financial Planning
Texas
$281K
GCM
4758
Generation Capital Management
New York
$281K
BF
4759
Bonfire Financial
Colorado
$279K
LAM
4760
Lummis Asset Management
Texas
$279K
LFA
4761
Legend Financial Advisors
Pennsylvania
$278K
FW
4762
Fairway Wealth
Ohio
$278K
GVCM
4763
Global View Capital Management
Wisconsin
$277K
BFS
4764
Beacon Financial Strategies
North Carolina
$277K
TWM
4765
TSA Wealth Management
Texas
$276K
AW
4766
Avion Wealth
Texas
$275K
OFS
4767
Opus Financial Solutions
Illinois
$275K
PFC
4768
Phocas Financial Corp
California
$274K
HAFS
4769
Hapanowicz & Associates Financial Services
Pennsylvania
$274K
CAAM
4770
Cornerstone Advisors Asset Management
Pennsylvania
$274K
FA
4771
Fortis Advisors
Pennsylvania
$274K
BWA
4772
BlueChip Wealth Advisors
Georgia
$273K
PC
4773
Parrish Capital
Georgia
$273K
BCWM
4774
Ball & Co Wealth Management
Tennessee
$273K
NJBEST
4775
New Jersey Better Educational Savings Trust
New Jersey
$273K