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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
AAMC
4776
Asset Allocation & Management Company
Illinois
$224K
PFA
4777
Peak Financial Advisors
Colorado
$224K
CWM
4778
Cedar Wealth Management
California
$223K
MFF
4779
Michels Family Financial
Texas
$223K
ODFS
4780
O'Donnell Financial Services
California
$223K
BWG
4781
Beta Wealth Group
California
$222K
MAM
4782
Marquette Asset Management
Minnesota
$222K
CIM
4783
Confluence Investment Management
Missouri
$221K
PWA
4784
Primoris Wealth Advisors
Florida
$220K
BI
4785
Breachway Investments
Rhode Island
$220K
SFP
4786
Strategic Financial Partners
Oregon
$220K
SWM
4787
Salvus Wealth Management
New Jersey
$219K
FFG
4788
Foundry Financial Group
New Hampshire
$218K
TGIA
4789
Torrey Growth & Income Advisors
California
$218K
KRW
4790
Kaufman Rossin Wealth
Florida
$218K
GWM
4791
Greenhouse Wealth Management
Connecticut
$217K
TCFP
4792
Treasure Coast Financial Planning
Florida
$217K
AWA
4793
Argo Wealth Advisory
Virginia
$217K
TR
4794
Tepp RIA
New Jersey
$217K
SG
4795
Somerset Group
Minnesota
$216K
GWMI
4796
Guardian Wealth Management (Illinois)
Illinois
$216K
PWA
4797
Provenance Wealth Advisors
Florida
$215K
CT
4798
ClearAlpha Technologies
Connecticut
$215K
ACA
4799
Aspire Capital Advisors
Washington
$215K
CA
4800
Chatterton & Associates
California
$214K